Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 Licensed
  • Series 63 Licensed
  • Series 65 Licensed
  • Series 24 Licensed

Education

  • B.S., Finance, Pennsylvania State University, 1996

Interests

My interests and hobbies include playing golf, tennis and skiing.

I also enjoy playing sports with my sons and coaching their little league team.

Additionally, I always look forward to our annual family summer vacation to Cape Cod.

Community participation

Volunteer with the Connecticut Food Bank in Fairfield, CT.

Awards & recognition

  • Forbes Top Wealth Advisors, 2019
  • Five Star Wealth Manager, 2012 - 2013, 2015 - 2021
  • Ameriprise Circle of Success, 2019-2020

Professional associations

  • FINRA

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.