Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.A. History, Seton Hall University, South Orange, NJ

Interests

Working out

Judo and Jujitsu

Yoga

Cooking

Skiing

Golf

Kayaking

Singing

Travel

Drawing

Community participation

Member of Corpus Christi Parish, Chatham NJ

The Setonian Foundation, Alumni Chapter of Phi Kappa Theta Fraternity, former Treasurer and Board Member

Former Board Member of Crossroads of the American Revolution Historical Org., Trenton NJ

Awards & recognition

  • Five Star Wealth Manager, 2014-2020

Previous experience

  • Wells Fargo Advisors, 2003-2016
  • Prudential Securities Inc., 1995-2003
  • Smith Barney Inc., 1993-1995
  • Lehman Brothers Inc., 1987-1993