Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
35
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
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • M.B.A. in Finance
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • MBA with concentration in Finance, Long Island University, 1985
  • BA in Finance, Long Island University, 1983

Awards & recognition

  • Ameriprise Circle of Success, 1992-1993, 1996-1999, 2004, 2006-2007, 2012-2017
  • Ameriprise Circle of Success Diamond Ring, 2017

Community participation

Interests

I enjoy music, sports, traveling and spending time with my family. I like to eat healthy and stay fit. My ideal night includes good food, good wine, and good people.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.