Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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


  • CRPC™ Chartered Retirement Planning Counselor™


  • 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


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.