Advisor profile


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.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA, Yale University, New Haven, CT
  • JD, Fordham University School of Law, New York, NY

Interests

* I volunteer for Yale University as an ASC Director, coordinating and performing interviews for high school students in NYC who are applying to Yale.

* I am also the Chairman of the Membership Committee for the Yale Swimming & Diving Alumni Association.

* I live in Manhattan with my wife Emily and our children Julia, Jack, and Charlie.

Awards & recognition

  • Premier Protection Award - RiverSource Life Insurance Company, 2019

Previous experience

  • Merrill Lynch Wealth Management, Financial Advisor, 2011-2017