Advisor profile


My approach

Your most important objectives and goals can be amplified by my listening and understanding, and then by my discussing with you advice which identifies the most suitable and opportunistic financial choices. While drawing upon the resources of Ameriprise and a wide range of professional opinion, I try to simplify and plainly explain the best decisions, personalized and customized for you.

At Ameriprise, our purpose is to help you feel confident,connected and in control of your financial life…and be more successful. Together, we can prepare for and realistically adjust to the inevitable changes and challenges ahead of us.

A relationship of ongoing advice and caring is how I can help you to live prosperously.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Licenses: Series 7, 63, 65

Education

  • M.A., History, New York University, New York, New York
  • B.A., History, New York University, New York, New York

Interests

The influence of current technology, business, and political dynamics on future financial strength.

Diversification: how much is suitable, and how much is too much.

Transfer of Wealth and Values to Endure across Generations of Families.

Community participation

  • New York University Alumni Association
  • Duke University Alumni Association
  • Labrador Retriever Rescue

Previous experience

  • Aegis Capital Corp., 2014-2020
  • UBS, 2004-2014
  • Charles Schwab, 1998-2004
  • Merrill, 1996-1997

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.