Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Small Business
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • JD Juris Doctorate
  • CLTC® Certified Long Term Care®

Education

  • Yale University, Bachelor of Arts in History. Received in 1985
  • University of Connecticut School of Law, Juris Doctor. Received in 1990

Interests

  • Fluent in French and Vietnamese
  • History
  • Foreign Languages & Literature
  • Target Shooting
  • Ice Hockey

Community participation

I participate annually in the Ameriprise National Day of Service Food Drive. 2010-2015

Awards & recognition

  • Five Star Wealth Manager, 2015-2019

Previous experience

  • Business Consultant, Ho Chi Minh City, Vietnam, 1993-2001
  • Attorney-at-Law, Hebb & Gitlin, Hartford, CT, 1989-1992
  • Court Clerk, Connecticut Judicial Department, Middletown, CT, 1987-1989
  • Paralegal, Cohn & Birnbaum, Hartford, CT, 1985-1987