Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Insurance

Community participation

Volunteer at Food Bank for Westchester

Member of Naples Basket Brigade

Supporter of KIPP Schools (Knowledge is Power)

Supporter of American Cancer Society

Supporter of Miracle League of Westchester

Supporter of Habitat for Humanity