Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Insurance
  • Intergenerational Planning
  • Tax Planning Strategies
  • Investments
  • Small Business
32
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

Education

  • St. Bonaventure University ; 1977 - 1981. St. Bonaventure, NY
  • Pace University ; 1982 - 1983. Masters Business Administration. New York, NY

Community participation

Board of Finance ; Gunn Memorial Library & Museum, Washington CT

Board Member ; American Indian Architectural Institute, Washington CT

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2003-2017
  • Ameriprise Circle of Success, 2003-2018
  • Ameriprise Circle of Success Hall of Fame, Inducted 2006
  • Five Star Wealth Manager, 2016

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.