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

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Insurance
  • Investments
  • Tax Planning Strategies
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Plattsburgh State University, 2000: B.S. Financial Economics
  • American Military University, 2007: M.A. National Security & Terrorism Studies

Interests

- I have been active in the martial arts for the past 15 years.

- Enjoy traveling with my family and watching my son play soccer and my daughter dance ballet.

- Avid reader and soccer enthusiast.

Community participation

I believe that participating in and sponsoring local events is essential to building a strong community along with, donating to charitable organizations. Following are few organizations I work with:

- Operation Underground Railroad which exists to rescue children from sex trafficking; https://ourrescue.org/

- Founding trustee, member on the Board of Trustees for the nonprofit International Professional Wrestling Hall of Fame & Museum (IPWHF); https://ipwhf.org

- Sponsor of the Fortnightly Club of Catskill's 2019 Festival of Trees

- Member of Shriners International; https://www.shrinersinternational.org/

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.