Our Mission: Provide financial advice that brings you confidence, simplicity, and success.
Our Core Values: Happiness, Integrity, Leadership, Family, and Security
We help our clients prepare for the certainty of uncertainty.
Chris earned his Master's Degree in Accounting and his undergraduate degree in Business Administration from the University of Scranton. He began his career in the hospitality industry and quickly became the managing partner of two restaurants on Long Island. Chris later became one of the founding partners of a private equity real estate fund and in 2013, transitioned to Ameriprise Financial as a financial advisor.
Lisa earned her BBA from Hofstra University. She has been with Ameriprise since 1997. She is responsible for client satisfaction, paperwork transactions, and overseeing the accuracy of the transactions. Lisa has recently obtained her Series 7 and 63 licenses to further enhance her ability to service our clients. Lisa is also the notary public for our office. She is married with two children, Jack, 8, and Abigail, 4. Lisa
Christa earned her BS in Business Administration from Concordia College. Christa has been with Ameriprise since 2010. After working at IBM, she came to Ameriprise with 21 years of experience in customer service. Christa is the client interface for Evan Branfman’s practice and is responsible for client satisfaction, administrative duties, and licensing requirements. She is married with two children, Samantha, 15, and Max.
Dianne has been in the role of Office Assistant since August 2006. Prior to that time, she was in the Mortgage Banking. In her free time, she enjoys spending time with her husband of 37 years, daughter and grandson.
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This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
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