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

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Colgate University, Hamilton, NY - BA Economics/Geology
  • Fairleigh Dickinson University, Teaneck, NJ - MBA Finance

Interests

  • I enjoy local high school and college sports and often attend games in the area. I skate in two hockey leagues and annually play in the “24hr Hockey Helps” marathon. This event benefits charities including those relating to recovery from addiction, a cause close to my heart as I, like so many, have had friends and family affected by addiction.
  • At home, I love to watch movies with my wife and play with our dog. I’m a classic TV trivia buff and enjoy shows like Seinfeld, Perry Mason, and M*A*S*H. (“Leesman” is actually used in mail call at the beginning of an episode). I also enjoy running, hiking, and attending Grateful Dead concerts!

Community participation

  • Treasurer, The Boys and Girls Club of Hawthorne

Awards & recognition

  • Five Star Wealth Manager, 2013-2020
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2013