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

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management

Qualifications

  • CFA® Chartered Financial Analyst®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS in Economics, University of Pennsylvania, Philadelphia, PA

Community participation

My family is very active raising money for F.A.R.E. (Food Allergy Research & Education).

Interests

I enjoy golfing with my family at courses along the south shore of Long Island.

As a family, we try to travel at least once a year. Our favorite recent trip was to Maine.

In my spare time I collect sports memorabilia, my favorite pieces are a 1909 Ty Cobb and a 1933 Lou Gehrig.

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.