Advisor profile


What you can expect when you work with me

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.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Investment Management
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS. Bachelor of Science Degree, Business Administration, Ramapo College of New Jersey

Awards & recognition

  • Pio Costa & Associates, Forbes Best-in-State Wealth Management Teams, 2024
  • Pio Costa & Associates, Ameriprise Client Experience Award, 2022

Previous experience

  • Registered Administrative Manager Assistant, Merrill Lynch, 1999-2015
  • Senior Registered Client Associate, Merrill Lynch, 1996-1999

Community participation

Toys for Tots

Ameriprise Day of Service, Saint Peter's Haven, Food Pantry

National Law Enforcement Appreciation Day

Youth Group Counselor, Saint Thomas More Church

Interests

Spending time with Family and Friends

Travel

Wine Tasting

Health, Nutrition and Fitness