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
  • Estate Planning Strategies
  • Family Finances
46
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

Education

  • BS - Business Management and Economics - State University of New York
  • MA - Social Policy - State University of New York

Interests

Family, Travel, Physical Fitness, Literature

Social Policy Advocacy

Community participation

Founder - GRIP - a grass routes volunteer group organizing to provide public awareness of social and policy matters impacting local families and community

Co-Founder - Drug Free Massapequa - a non for profit, volunteer organization established to assist educators, law enforcement and other agencies in reducing the use and sale of illegal drugs to community youth

Volunteer - American Lung Association Annual Long Island Asthma Walk

Professional associations

  • Kinder Institute of Life Planning - Registered Life Planner