Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Tax Planning Strategies
  • Investments
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Fairleigh Dickinson University CFP, Institute of Financial Services, 1993-1995
  • Marquette University B.S.B.A, Business Administration, 1979-1983

Interests

  • Running
  • Golf
  • Sports
  • Biking/Hiking/ Whitewater Rafting & Kayaking

Community participation

Marquette University Alumni Association, Volunteer

Big Brothers Big Sisters of Newark (Big Brother)

Greater Westfield Area Chamber of Commerce

Gateway Regional Chamber of Commerce

Irish Business Association

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Awards & recognition

  • Ameriprise Circle of Success, 2007 & 2008