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

  • Cash Flow Management Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
18
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
  • CIMA® Certified Investment Management Analyst®
  • CDFA®; Certified Divorce Financial Analyst®
  • ChFC® Chartered Financial Consultant®

Education

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

Interests

- 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.

Awards & recognition

  • Ameriprise Circle of Success, 2007