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

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Insurance
36
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

Education

  • Rensselar Polytechnic Institute, Troy, NY, BSME, Mechanical Engineering

Interests

  • My wife Kimberly and I have two grown daughters. We enjoy time with family, travel and all kinds of water sports including boating, kayaking, scuba diving and snorkeling.
  • I enjoy woodworking, building furniture and boats as well as racquetball, cooking and bridge.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2016, 2017