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
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
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Tax Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • AWMA℠ Accredited Wealth Management Advisor™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • APMA™ Accredited Portfolio Management Advisor™


  • State University of New York at Albany - B.A. Business Administration 1994

Awards & recognition

  • Forbes Top 250 Wealth Advisors, 2021-2024
  • Barron’s Top 100 Financial Advisors, 2019-2023
  • Barron’s Top 100 Independent Financial Advisors, 2010-2023
  • Inducted to Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists), 2019
  • Forbes Best-in-State Wealth Advisors, 2018-2024
  • Financial Times 400 Top Financial Advisers, 2018
  • Financial Times 401 Top Retirement Advisers, 2015
  • Barron’s Top 1,000 Financial Advisors, 2009, 2011-2013
  • Barron’s Top 1,200 Financial Advisors, 2014-2024
  • Ameriprise Hall of Fame , 2011
  • Ameriprise Circle of Success, 2003-2020
  • Ameriprise Alex M. Alexander Award, 2014, 2020, 2021, 2022
  • Ameriprise Chairman's Advisory Council, 2008-2022
  • Ameriprise Diamond Ring Club , 2006-2019
  • Five Star Wealth Manager, 2015
  • Ameriprise Premier Franchise Consultant, 2009, 2011-2015
  • Kuttin Wealth Management, Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Kuttin Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • AdvisorHub Advisors to Watch (over $1Bil), 2023

Community participation

Coaching Youth Sports: I am an active member in St. Patrick's in Smithtown NY- Focus on coaching Baseball, Football, Soccer, & Basketball.


Coaching sports for my community and spending time with family and friends.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.