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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Arts, Canisius College, Buffalo, NY

Interests

I strive to maintain a balance among my family, career and civic responsibility. But when time allows, I can be found:

- Downhill skiing

- Fishing

- Practicing conservation at our camp in the Southern tier

- Seeking vintage & fine art for my "Art Through the Ages" collection

Community participation

Previous experience

  • Wealth Advisor, SVP, Morgan Stanley, Williamsville, NY, 2000-2014