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.


Interests

I have led a rich, double life for the past thirty-five years. Those who know me understand that I have a passion for excellence and achievement in all that I do. As a touring and recording concert artist, my discipline, focus and high expectations have enabled me to perform at Carnegie Hall, The Smithsonian Institution, The JFK Center for the Performing Arts and a special invitation to perform at the White House. In addition, I am a two-time National Endowment for the Arts Fellow and I enjoy continuing involvement with the Chamber Music Society of Lincoln Center and the Library of Congress.

As an advisor, I partner with clients in 22 states.

Community Participation

My passion for arts has led to a long relationship with the Buffalo Philharmonic Orchestra, WNED-FM, The Guitar Foundation of America, Chamber Music America and I am a member of the Alice Tully Circle of Lincoln Center.

I also consult on a volunteer basis for the Library of Congress , the Hispanic Heritage Council and the Community Foundation for Greater Buffalo.

38
Years of Experience ?

Areas of Focus

  • Retirement Plan Distribution
  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

  • State University of New York at Buffalo, BFA, 1974
  • State University of New York at Buffalo, MFA, "cum laude" 1976

My Videos(2 videos)