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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Tax Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

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

Community participation

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

Awards & recognition

  • Barron’s Top 100 Financial Advisors, 2019-2020
  • Barron’s Top 100 Independent Financial Advisors, 2010-2020
  • Barron's Hall of Fame Advisor, 2019
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • 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, 2014-2020
  • Ameriprise Hall of Fame , 2011
  • Ameriprise Circle of Success, 2003-2019
  • Ameriprise Alex M. Alexander Award, 2014
  • Ameriprise Chairman's Advisory Council, 2008-2019
  • Ameriprise Diamond Ring Club , 2006-2019
  • Five Star Wealth Manager, 2015
  • Ameriprise Premier Franchise Consultant, 2009, 2011-2015