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
  • Social Security Retirement Benefits
  • Investment Management
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Small Business
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Tax Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Live Music

Bike riding enthusiast

Spending time with Family

Community participation

Toys for Tots

Saint Peter's Haven

Fairfield Police Department

Previous experience

  • Independent Advisor, LPL Financial, 02/2009-01/2019
  • First VP, CitiGroup Global Market Inc., 02/2001-03/2009
  • First VP, Ryan Beck & Co. LLC, 04/1994-03/2001