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
17
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