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.

Community Participation

  • Newton Memorial Hospital Foundation
  • Sparta Chess Club - President
  • Lake Mohawk - Lake Committee
  • Life Member - National Wildlife Federation

Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Professional Associations

  • Society of Financial Service Professionals