Advisor profile


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.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Investment Management
  • Insurance
  • Business Retirement Plans
  • Retirement Income Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA, Marketing, Southern Connecticut State University 1991-1995

Interests

  • Spending time with my family
  • Scouting
  • Involved with both my kid's (Gavin and Francesca) Baseball & Swim Teams, as well as their High School Marching Band
  • Trying new restaurants with my wife Dineen
  • And lately visiting colleges with Francesca, since she will be making her decision soon on where to attend

Community participation

Board Member, Port Chester Knights of Columbus Council 503

Board Member, Port Chester High School Baseball Booster Club

Committee Member, Troop 400, Boy Scouts of America

Committee Chair, Pack 19, Boy Scouts of America

Awards & recognition

  • Five Star Wealth Manager, 2015