Advisor profile


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.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Estate Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • B.S. in Business Administration, Bryant College, Smithfield,RI
  • M.S. in Financial Services, American College, Bryn Mawr, PA

Interests

Table Tennis- Club level player -Woodbury Table Tennis

Community participation

Host Family-Fresh Air Fund

Usher - Our Lady Queen of Martyrs

Co- Chairman - Glen Cove High School Class of 1980 Reunion

Member and Former Chief Alumni Officer- Beta Sigma Chi Fraternity

Previous experience

  • General Manger and Equity Partner, Pasta Italiana- Plainview NY 1985-1993