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

  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Wealth Preservation Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Tulane University - Bachelors, Political Science, 1982-1986

Interests

  • Tennis
  • Golf
  • Boating
  • Travel
  • Time with Family and friends

Community participation

I have been a volunteer with Norwalk Grass Roots Tennis (NGT)since 2009 as a Site Captain for our annual fund raising tournament and gala. NGT is dedicated to improving the lives of youths from broad socio-economic and cultural backgrounds. NGT teaches tennis and uses the sport to build confidence, leadership and team camaraderie in the youth it serves. Tennis is a great sport to bring to at-risk kids providing all the obvious benefits of exercise, teamwork, goal-setting, and the pursuit of excellence.

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2014
  • Five Star Wealth Manager, 2012 - 2016

Previous experience

  • Director of Marketing, Impulse Radio, New York, NY, 1999-2003
  • First Vice President, Salomon Smith Barney, New York, NY, 1987-1999

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.