Advisor profile


Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact me for help getting started.
Contact me

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
30
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

  • BS Finance, Summa Cum Laude, Sacred Heart University, Fairfield, CT

Community participation

I have been participating in the annual CT Challenge bicycle ride to raise funds for Mission, a Southport, CT based non-profit that provides cancer survivors with recovery, nutritional, exercise and lifestyle support. You can check out Mission at their website (see below).

Each year, I spend hundreds of hours, over many months, training to enable me to ride my bike 100 miles on the last Saturday in July. The opening ceremony is on Saturday, July 29th at the Fairfield Hunt Club in Westport, CT. You can check out the ride details at the CT Challenge website (see below).