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
  • Family Finances
  • Insurance
  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Tax Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

  • Coaching my son's Yorktown travel baseball team and St. Patrick's of Yorktown basketball team
  • Going to classic car shows in Yorktown, Jefferson Valley and Mahopac
  • Barbequing and entertaining friends and family
  • Spending some quite time with my family

Community participation

My family is involved with St. Patrick's of Yorktown school PTA

St Patrick's Church of Yorktown

Yorktown Street Fair

Awards & recognition

  • Ameriprise Circle of Success, 2010
  • Five Star Wealth Manager, 2012,2013,2014,2015 and 2016

Previous experience

  • Citi Smith Barney Yorktown New York, August 1998 . February 2009