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
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Insurance
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • College for Financial Planning, CRPC 2008

Interests

Interests include:

History, Literature, Music, Art, Photography, Fine Cuisine, Tennis and Travel.

Community participation

Community Foodbank of New Jersey

Halos for Angels, Inc.

Center for Food Action

Feed America First

Awards & recognition

  • Five Star Wealth Manager, 2013-2019.

Previous experience

  • Financial Advisor, R.Seelaus & Co. Summit NJ, 2009-2010
  • Financial Advisor, TD Banknorth Invesment Group. Totowa, NJ, 2006-2009
  • Financial Advisor, H&R Block Financial Advisors, Summit, NJ, 2005-2006
  • Financial Advisor, Edward Jones, Springfield, NJ, 2003-2005
  • Financial Advisor, UBS Painewebber, Florham Park, NJ, 2001-2003