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

  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Insurance
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Master of Business Administration Degree - Financial Planning
  • CLTC® Certified Long Term Care®

Education

  • MBA, 2005, Financial Planning, Medaille College, Buffalo, NY
  • BS, 1996, Financial Economics, SUNY College at Buffalo, Buffalo, NY
  • AAS, 1995, Business Administration, Genesee Community College, Batavia, NY

Interests

A country boy at heart, I enjoy outdoor activities such as fishing, hunting, hiking, cross-country skiing, and nature photography. I also enjoy traveling with my family. We are hoping to visit all 50 states with our son, David, before he leaves home.

Community participation

  • US Air Force Reserves, Medical Service Corps Officer, Niagara Falls Air Reserve Station, NY

Professional associations

  • Financial Planning Association