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
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Family Finances
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care®
  • CASL® Chartered Advisor for Senior Living®

Education

  • MBA - Binghamton University, Vestal, NY
  • Bachelor's in Ceramic Engineering - Alfred University, Alfred, NY

Interests

  • I enjoy golf, exercise, music, and travel
  • I enjoy spending time with my wife, daughter, and son
  • I enjoy being with my pets

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2017, 2018, 2019, 2020
  • Ameriprise Circle of Success, 2005 - 2016
  • Ameriprise Chairman's Advisory Council, 2014
  • Forbes Best-in-State Wealth Advisors, 2019