My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Interests

  • Sailing
  • Football
  • Baseball
  • Piano
  • Economics

Community Participation

Volunteer with the Westchester Food Bank in Elmsford, NY

Volunteer with Midnight Run through St. Pius X in Scarsdale, NY

Parish Council member of St. Pius X in Scarsdale, NY

Member of the Nyack Boat Club, Cruising Fleet in Nyack, NY

8
Years of Experience ?

Areas of Focus

  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Small Business
  • Women's Financial Strategies
  • Charitable Giving
  • Investments
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Saving for Education

Education

  • Bachelor of Arts, Politics, The Catholic University of America, Washington, DC.

Previous Experience

  • Paraplanner with Anthony Lesica, CFP®, Private Wealth Advisor, 2011-2017
  • Online Auctions Manager with Steiner Sports, 2009-2011

Files for Download

My Videos(6 videos)

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