Advisor profile


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23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®

Education

  • BA, Government-Major/Economics-Minor, Hamilton College, Clinton, NY, 1995

Awards & recognition

  • Five Star Wealth Manager, 2012-2016, 2019-2024
  • Ameriprise Circle of Success, 2013, 2015 , 2017 - 2023
  • Ameriprise Circle of Success Diamond Ring, 2021
  • Feighan & Associates, Ameriprise Client Experience Award, 2021, 2023

Community participation

Member of the Westlake Athletic Booster Club (Former President of the Club for 5 years) raising funds to support Modified, Junior Varsity & Varsity sports teams for Westlake High School (Mount Pleasant Central School District).
Member of the Westlake PTA (Parent/Teachers Association) raising funds to support Westlake High School (Mount Pleasant Central School District).

Interests

  • Exercise
  • My wife & I foster dogs & cats for adoption through www.waggingtailsdogrescueny.org

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.