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

  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving
  • Small Business
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter

Education

  • Bachelor of Arts degree in Communications Studies, Oswego State University, 1982
  • Masters degree in Business Administration, marketing, Clarkson University, 1983

Interests

  • I enjoy home improvement projects and gardening.
  • My wife Kate and I enjoy traveling adventures together.

Community participation

I believe strongly in investing in my community and so volunteer with several local organizations to assist them in fulfilling their mission to positively impact our community. I am a member of and serve on the Board of Directors for the Oswego Rotary Club. My wife and I have served New Covenant Community Church for over thirty years in many capacities and I currently serve as an Elder and treasurer for our church organization. I also serve as co-chairperson of Leave a Legacy of Oswego County and as the vice-chair for the Oswego County Community Foundation leadership council.

Professional associations

  • Oswego Rotary Club
  • Financial Planning Association