Advisor profile


What you can expect when you work with me

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.

Get started
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Family Finances
  • Investments
  • Retirement Plan Distribution
  • Insurance

Qualifications

  • ChFC® Chartered Financial Consultant®

Previous experience

  • Financial Advisor, Ameriprise Financial, DeWitt, NY, 1982-1986
  • District Manager, Ameriprise Financial, DeWitt, NY, 1986-1996
  • Field Vice President, Ameriprise Financial, DeWitt, NY, 1996-2001

Interests

I enjoy spending time with my family, my three children as well as my two grandchildren. I also enjoy fishing, gardening and going for walks with my golden retreiver, Cooper. In the future, I would love to travel to Europe to see the best that they have to offer: German cars, Swiss watches, and Italian clothes.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.