My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Interests

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

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
29
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 9 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances

Awards & Recognition

  • Ameriprise Circle of Success, 2010

Education

  • BS from Franklin Pierce College 1990

My Videos(2 videos)