Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Saving for Education
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • CRPC, College for Financial Planning
  • MBA, Banking and Finance, Dowling College
  • BA, Communications, Johnson and Wales University

Interests

Spending time with my wife Heather and my children, Ella and Luca, as well as playing golf, traveling to visit family in Italy, and enjoying food and wine. My other interests include helping friends and family, mentoring young professionals, and helping successful entrepreneurs in achieving what they find most important.

Community participation

Integrated Medical Foundation, Vice President, Board Member

Supports American Heart Association, Brighter Tomorrows, Maureen's Haven, Friends of the 106 Rescue Wing, Southampton Town Business Advisory Council, The Retreat, East End Hospice, Southampton Chamber of Commerce & Southampton Business Alliance.

Awards & recognition

  • Ameriprise Circle of Success, 2004 - 2017
  • Advisors with Heart Award, Rep Magazine, 2015
  • Experienced Team Award, Long Island Business News, 2015
  • Forbes Best-in-State Wealth Advisors, 2019-2021

Professional associations

  • American Heart Association
  • Southampton Business Alliance
  • Southampton Chamber of Commerce

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.