Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances


  • ChFC® Chartered Financial Consultant®
  • CIMA® Certified Investment Management Analyst®


  • BS, Marketing, Pennsylvania State University, Pennsylvania
  • MBA, Roy E. Crummer Graduate School of Business, Rollins College, Florida

Awards & recognition

  • Ameriprise Circle of Success, 2007
  • Ameriprise Ultimate Digital Excellence Award, 2021


- Saltwater Aquariums

- Volleyball - I still actively play on a team.

- Personal Training - I love to exercise and regularly attend educational events on the subject.

- Mets, Knicks, and Jets fan - I suffer like the rest of us who follow these teams.