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

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • M.A. HISTORY, SUNY, CORTLAND, NY
  • B.A. POLITICAL SCIENCE, SUNY, BROCKPORT, NY
  • A.A.S., BUSINESS ADMINISTRATION, SUNY, MORRISVILLE, NY

Previous experience

  • CORELINK FINANCIAL, INC., 1994-1998
  • CITIZENS FINANCIAL SERVICES INC., 1998-1999
  • IFMG AT EASTERN BANK, 1999-2004
  • UVEST FINANCIAL SERVICES GROUP, INC., 2004-2009
  • INVESTMENT PROFESSIONALS, INC, 2009-2018