Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelors of Finance, Pennsylvania State University

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Financial Planning 40 Regional Advisors Under 40, 2021, 2022
  • Forbes Top Next-Generation Wealth Advisors, 2018, 2021
  • Siena Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • AdvisorHub 50 Advisors to Watch (over $1Bil), 2022
  • Long Island Business News Power List: Banking and Finance, 2022
  • Ameriprise Circle of Success, 2012-2021

Interests

  • Spending time with my wife Lori and my son Luke. Family comes first!
  • Playing golf, tennis, skiing, biking, and doing anything outside. Golf has become my favorite sport by far.
  • Donating my time for various charitable causes that are important to me.
  • I love to cook and I love to eat... finding great new restaurants is a hobby of mine.
  • I love to play guitar and write and record music with my band.
  • Live music anywhere and anytime!
  • Watching Penn State Football, NY Giants, the Yankees, and the Knicks.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.