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
29
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, 2018-2020

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.