My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Community Participation

  • Big Brothers / Big Sisters of CT - Mentor - 1996 - present
  • BBBS Member - Board of Directors 2015
32
Years of Experience ?

Areas of Focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Small Business
  • Family Finances
  • Saving for Education

Education

  • B.A. Business Admin. - Finance Saint Michael's College 1983-1987

Previous Experience

  • Vice Prsident and Trust Officer - Chase Manhattan Bank, 1987-2000

My Videos(1 videos)