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
34
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
  • Estate Planning Strategies
  • Investments
  • Family Finances

Education

  • BS from Franklin Pierce College 1990

Awards & recognition

  • Ameriprise Circle of Success, 2010

Community participation

  • Member and Past President of The Rotary Club of Southold
  • Past Trustee of Southold Historical Society
  • Past President and Past Board Member of Greenport/Southold Chamber of Commerce
  • Member of Ducks Unlimited
  • Merit Badge Advisor for Boy Scouts of America

Interests

  • I am personally committed to a lifetime of learning
  • Keeping up with my wife and 2 children
  • My other hobbies include golf and fishing