Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelors of Science- Finance, Pace University, New York

Interests

I am fortunate enough to be married to my best friend, Suzie, and together we have two wonderful babies, Vincent and Milania. In my free time, I enjoy traveling with my family whether it be a vacation to the Caribbean, Europe, or on road trips along the east coast. Spending time with my extended family and friends is also very important to me, so I look forward to weekends and holidays. I enjoy attending car shows, collecting famous autographs, reading, and Philanthropy. I believe great physical health is important so I enjoy exercise and outdoor activities.

Community participation

Previous experience

  • Prior to joining Ameriprise I worked at Smith Barney as 2nd Vice President, 6yrs.