Advisor profile

My approach

My qualifications include a CPA license, Personal Financial Specialist™ , and CERTIFIED FINANCIAL PLANNER™ practitioner designations. I believe this extensive background, combined with 26 years financial services industry experience can help create the foundation to review the complex tax and financial situations that my clients are faced with.

The people we work with come from many different industries and cultures. The majority are divorced or widowed women, retired individuals, and small business owners. In our practice, we find that our clients have unique stories and we truly seek to understand what matters most to them. We have an experienced team serving a limited number of families so that we can provide a great client experience and the attention you deserve. We explain our fee structure and the services we offer so that you can have confidence that you’re receiving the value you deserve.

Part of our story that we tell clients is that retirement planning should start with tax planning strategies, so we look to make tax planning the foundation. We build customized retirement plans that can reduce tax bills in retirement and help our clients keep more money in their pockets.

In addition, CPA's with the PFS credential are able to address their client’s comprehensive financial planning needs through training in business, tax, estate, charitable giving, investments, protecting your assets and retirement planning.

Please reach out to us for a discovery meeting.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Tax Planning Strategies
  • Investment Management


  • CPA Certified Public Accountant
  • PFS Personal Financial Specialist


  • Bachelor of Science, Accounting, Rider University, Lawrenceville, NJ, 1984
  • Master of Business Administration, Fordham University, New York, NY 1993

Awards & recognition

  • Ameriprise Circle of Success, 2014-2022

Media Source

As a former board member of the Financial Planning Association (FPA) of New York City, I have had several featured articles published in the national publication, “On Wall Street” and a current contributing writer for the Financial Planning Association that is a media source for several national news outlets including the Wall Street Journal, CNBC and others

Community participation


Traveling the U.S. with my wife, golf, working out, yoga, pilates, cooking, wine and the family.

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.