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

  • Investments
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Family Finances
26
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