Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
30
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

  • B.A., 1991, Economics, Boston College, Chestnut Hill, MA

Interests

My passions outside of the office include spending time with my family - my wife Kara, and my two daughters, Mia, age 19, and Annabelle, age 16. The children keep us very busy with their activities, which among other things include one of my other passions, music. I have played guitar for 30 years, and it is my favorite way to unwind and relax. Mia plays piano and violin and hopes to one day form a band with me. Annabelle is very artistic, and enjoys any and all craft activities. I am especially proud of Kara, who has run several marathons and a tri-athlon. As a family, we enjoy spending our summers in Long Beach, Long Island.

Community participation

Guest lecturer for various elementary and high schools on disability awareness

Awards & recognition

  • Ameriprise Chairman's Award, 2005 - 2019
  • Ameriprise Circle of Success, 1996 - 2019

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.