Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Insurance
  • Saving for Education

Education

  • BS in Economics, State University of New York at Albany, 1999
  • MS in Securities, Mercy College, 2004

Previous experience

  • Senior Cost Management Consultant, Barclays Capital, New York, NY, 2012-2014
  • Assistant Vice President, Credit Suisse, New York, NY, 2008-2012
  • Assistant Vice President, Lehman Brothers, New York, NY, 2006-2008
  • Analyst, Society Generale, New York NY, 2004-2006

Community participation

  • Suffolk County JCC (SYJCC): Safety & Security Subcommittee (2017).
  • Suffolk County JCC (SYJCC): Membership Fundraising Subcommittee (2017).
  • 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

Interests

My family is my priority and I spend most of my time running around with my wife Erica, and two kids Jordyn and Seth. When time permits, I try and make sure that we take at least one family vacation a year.

When I do have free time, I like to play a round of golf.