Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

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
21
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

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

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