Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Insurance
17
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 License
  • Series 66 License
  • Life, Accident, & Health Insurance License
  • Long Term Care License

Education

  • Manhattan College - Bachelors in Finance

Interests

  • Spending time with family and friends
  • Traveling
  • Trying new restaurants
  • Wine Tasting
  • Golf - Westchester Hills Country Club
  • Military Appreciation

Community participation

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

  • Five Star Wealth Manager, 2014
  • Ameriprise Circle of Success, 2008
  • Ameriprise Financial Top Achiever Award, 2007, 2008
  • Ameriprise Mercury Award, 2006