Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Finance, Seton Hall University, 1998-2002

Interests

Investments, business, and money management have always been a passion of mine. Besides my love of all things finance, I enjoy spending time with my family and friends, especially on the beach or at Sunday brunch! I was raised in Union, New Jersey and I currently reside in Warren, New Jersey with my son, Noah, who is my little Lego engineer. When I am not helping Noah construct the latest and greatest Lego model, I am looking for bargains at the nearest Homegoods store, taking a class at Orangetheory Fitness, or enjoying a pumpkin spice latte.

Community participation

Multi Generation Wealth Management - Community participation photo

I support the March of Dimes, which is an organization that leads the fight for healthy Moms and babies.

I also gladly support my community's baseball organization, Warren Baseball and Softball.

Previous experience

  • Wells Fargo, 1998-2020