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

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Planning Strategies
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 5 Registered
  • Series 7 Registered
  • Series 9 Registered
  • Series 10 Registered
  • Series 63 Registered

Education

  • MBA in Finance from Fordham University Gabelli Graduate School of Business
  • BBA in Marketing Management from Baruch College Zicklin School of Business

Interests

  • I try and get to New York as much as possible to see my daughter and son in law and their growing family, and of course, hanging out with my two other daughters in Florida as well
  • On the weekends I love dining out on Lincoln Road, Las Olas, by the ocean, going to the movies, the theater, concerts
  • Miami basketball
  • As a transplanted New Yorker I enjoy everything about living in beautiful South Florida

Community participation

  • Volunteer for Feed The Homeless for over twenty-five years
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company*and a Military Friendly® Employer.

    * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

    For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Awards & recognition

  • Hussey, Parker, Fread & Associates, Ameriprise Client Experience Award, 2021

Previous experience

  • Merrill Lynch - Vice President, 2006-2012
  • Advest, Inc. - Vice President, 1996-2006
  • Oppenheimer & Co., Inc. - Vice President, 1985-1996