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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident & Health Insurance

Education

  • Bachelor of Arts in Business Administration, William Paterson University, 1985-1989

Awards & recognition

  • Ameriprise Circle of Success, 2014

Interests

Spending quality time with my family.