Advisor profile


What you can expect when you work with me

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.

Get started

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