Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to 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
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Charitable Giving
  • Estate Planning Strategies




  • M.S.I.A, 1990, Business Administration,Carnegie Mellon University, Pittsburgh, P
  • M.S, 1983, Nuclear Science, University of Michigan, Ann Arbor, MI
  • B.S., 1981, Physics, University of Virginia, Charlottesville, VA

Awards & recognition

  • Ameriprise Circle of Success, 2016-2022

Professional associations

  • Financial Planning Association

Community participation

  • Soccer Coach (NYSL, 2003-2006, USSF license E)