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 Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, 63
  • New York State Life, Accident and Health Insurance
  • ChFC Charter Financial Consultant

Education

  • BA, Business - Western Connecticut State University, 1979

Interests

  • Enjoy living in the Metropolitian New York area
  • Spending time outdoors
  • Reading
  • Golf and going to the gym

Community participation

  • Board of Directors Ronald McDonald House of Long Island

Professional associations

  • Roslyn Chamber of Commerce