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.

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(1 videos)