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

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Retirement Income Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Insurance
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MBA Master of Business Administration, Finance, Fordham University, New York, NY
  • BA Bachelor of Arts, Economics, Villanova University, Villanova, PA

Interests

I enjoy spending time with my wife Tracey and our children Joseph and Amelie. When I can find the time (which is rare with kids' activities), I enjoy playing hockey, boating, traveling and I'm an avid auto enthusiast.

Community participation

Special of Olympics of New York – RUNDEAD sponsor and participant

Habitat for Humanity supporter after Superstorm Sandy

Supporter of various community sports teams through donations or my time

Awards & recognition

  • Ameriprise Circle of Success, 2010, 2014, 2015