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
  • Wealth Preservation Strategies
  • Small Business
  • Family Finances
  • Investments
  • Retirement Plan Distribution
  • Insurance
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

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.

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