Advisor profile

What you can expect when you work with me

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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans


  • CRPC™ Chartered Retirement Planning Counselor™


  • Adelphi University-BBA Marketing and Finance 1983

Awards & recognition

  • Ameriprise Circle of Success, 2019 -2021

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor, Investment Professionals, Inc., 2013-2018
  • Investment Associate, UBS Financial, 2008-2013
  • Financial Advisor, Morgan Stanley, 2003-2008


  • Biking
  • Hiking
  • Cooking
  • Traveling