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

  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Small Business
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

I enjoy spending time at home with my wife and three children. My daughter Alexa, is a professional dancer. She was a finalist in standard and Latin world championships, placing 5th.

I love good food and enjoy cooking for my family and friends.

My hobbies include building and riding motorcycles, making wine.

I enjoy watching NY sports teams like the Giants and Yankees for baseball.