Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 65
  • Series 63
  • Life Accident and Health

Education

  • BS, Finance and Financial Management Services- Baruch College

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Client Experience Award, 2021

Community participation

  • Wounded Warrior Project
  • Tunnels to Towers
  • New York Road Runners
  • ASPCA

Interests

  • Spending time with my family
  • Hiking
  • Airforce
  • NY Mets