Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
33
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