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 Income Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Small Business

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Interests

  • My daughters Chantelle and Lily, son Jamison and I all enjoy spending time with our nearby family and friends. We also enjoy taking care of and playing with our pets, traveling, camping, fishing, grooming and riding horses and being outdoors in general.
  • Golfing when I have time and I often participate in charitable golfing events.
  • Attending events that allow me to interact with people from many areas of business.

Community participation

  • Brockport Lion's Club, President

As an active member of the Brockport Lion's Club I gain great satisfaction of giving back to the community in which I work. The Lion's Club is a wonderful organization that serves the community through many projects throughout the year. The Lion's Club motto is "WE SERVE".

  • Brockport Chamber of Commerce
  • Brockport Leo's Club
  • Junior Achievement