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
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Family Finances
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • FINRA Series 7 License
  • FINRA Series 63 License
  • FINRA Series 31 License
  • Life / Health / Variable Annuity License

Education

  • Bachelor of Science, Business Administration, Wagner College, Staten Island, NewYork, 1990

Interests

On my free time I enjoy spending time with my family and friends. I love to go boating and try to get out on the water as much as possible. Other interests of mine include fishing, bike riding, and taking my grand children to the park.

Community participation

  • Marco Island Rotary - Past President
  • Marco Island Planning Board
  • Marco Island Charter Middle School Board - 7 Year Member

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Financial Advisor, Vice President - Morgan Stanley, 2008-2018
  • Financial Advisor - Raymond James Financial, Inc., 1998-2008