My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Interests

  • Enjoy traveling with my family to the Caribbean for Scuba diving and excursions
  • I love performing close-up magic in restaurants, senior home and children's hospitals ( Your table me is my stage)
  • Competing in BBQ tournaments (Memphis in May) is my once a year get down an dirty cooking nothing but BBQ for a week. The smell of smoke stays with me for Days. Mmmmm!!!

Community Participation

  • Member of the LI Mystics an active magic club on Long Island promoting prestidigitation to all
  • Member of the Society of American Magicians a Nationally recognized magic organization
25
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Business Retirement Plans

My Videos(3 videos)

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