Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investments
  • Insurance
  • Business Retirement Plans
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Qualifications

  • RICP® Retirement Income Certified Professional®
  • Series 7 | FINRA
  • Series 63 | FINRA
  • Series 65 | FINRA
  • Series 6 | FINRA
  • Series 24 | FINRA

Education

  • Pace University | BBA Finance | 2003

Awards & recognition

  • Ameriprise Circle of Success, 2020-2022
  • Tier 4 Planning, Ameriprise Client Experience Award, 2020-2021
  • Five Star Wealth Manager, 2021, 2023

Professional associations

  • Estate Planning Council of Putnam County
  • The Greater Mahopac-Carmel Chamber of Commerce

Previous experience

  • MML Investors Services, LLC, 2017-2019
  • MSI Financial Services, Inc, 2012-2017

Interests

  • Creating memories with my wife and three children, including traveling, outdoor fire pits, and game-nights
  • Barbecue cooking and hosting parties for friends and family
  • Coaching 8U basketball