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
20
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
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • CRC® Certified Retirement Counselor®
  • CLTC® Certified Long Term Care
  • CLU® Chartered Life Underwriter®
  • BFA™ Behavioral Financial Advisor

Education

  • MBA in Finance, Seton Hall University, South Orange, NJ
  • Bachelor of Science in Finance, Stockton University, Pomona, NJ

Awards & recognition

  • Five Star Wealth Manager, 2012-2015, 2017-2024

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2009-2011
  • Financial Advisor, Wachovia Securities, LLC, 2004-2009

Interests

  • I enjoy spending time with my wife, Jennifer, and my 3 children, Gianna, Luca, & Briella.
  • I enjoy keeping fit, going to the gym and just being outdoors playing golf, disc golf, & pickleball.
  • I enjoy technology. I am often up to date on the latest electronics out in use and usually the first to buy.
  • I am into woodworking and spend some of my free time in my workshop at my home making custom projects for my friends and family as gifts.

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.