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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • Bachelor of Arts, University at Albany

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2020, 2021, 2022, 2023
  • Ameriprise Client Experience Award, 2022-2023

Previous experience

  • Prudential, Wachovia, Janney Montgomery Scott LLC, 1998-2003, 2003-2006, 2006-2013

Community participation

Interests

I've had a passion for travel since my early twenties, and whenever I have the opportunity enjoy exploring new places. The first time I went abroad, I was 23 and worked my way through a trip to Europe tending bar and living above a pub in London. I've been hooked ever since.

Beyond travel, I enjoy film and theater. I'm also a tireless reader and spend a good bit of my free time engrossed in a magazine article or a book.

My photos

1 albums
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