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
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Business Retirement Plans
  • Family Finances
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
28
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
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • MBA - Finance

Education

  • Long Island University, Dobbs Ferry, NY - MBA in Finance, 1990
  • Saint Michael's College, Winooski Park, VT - BS in Biology, 1987

Interests

  • I workout regularly to keep myself in shape
  • I have coached my children's basketball and baseball teams
  • I am an active member of Holy Spirit Church (Eucharistic Minister, Usher, Men's Club and cook for Pancake Breakfast)
  • I am an Alumni Representative for St. Michael's College at local College Fairs
  • My interests include music, fine foods, and watching sports (Mets, Knicks, NY Giants, NY Rangers and College Basketball)

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015, 2016, 2017, 2018, 2019
  • Ameriprise Diamond Ring Club, 2013
  • Ameriprise Circle of Success, 2013, 2014, 2015, 2016, 2017, 2018, 2019
  • Protect. Grow. Give.®, RiverSource Life Insurance Co. of New York , 2013

Previous experience

  • Comptroller - Agency Construction, Mamaroneck, NY, 1990 - 1992
  • Business Manager - Hillside Avenue Plumbing & Heating, Ossining, NY, 1987 - 1990