Advisor profile


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.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS Commerce, Niagara University, NY 1979
  • BBA Accounting, Niagara University, NY 1980
  • CFP Professional Program, College of Financial Planning, 1993
  • Valuation of Closely Held Businesses, SUNY at Buffalo, 1995

Interests

I enjoy volunteering with different organizations such as the Food Shuttle of WNY, Society of St. Vincent de Paul and the United Way Day of Caring. I have been an emergency responder for the American Red Cross and former Scoutmaster of Troop 2 in Buffalo, NY. During the winter, I spend time in my wood shop painting bird houses. I am an avid gardener of flowers and vegetables. I enjoy camping, canoeing, fishing and hiking. My slogan is "I'd rather be Outdoors".

Community participation

  • Volunteer Food Shuttle of WNY
  • Volunteer Society of St. Vincent de Paul
  • Past Scoutmaster Troop 2 Buffalo, NY