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

  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • MBA, Iona College, New York, NY, 1980
  • Bachelor of Business Administration, Iona College, New York, NY, 1975

Interests

Spending time with my family

Volunteering

Outdoor activites

Community participation

Volunteer for Salesian High School, New Rochelle, NY

Sprout Creek Farm, Poughkeepsie, NY

Previous experience

  • Managing Director, MJ Whitman, 1989-2017