Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
22
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
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Wealth Preservation Strategies

Education

  • Tulane University - Bachelors, Political Science, 1982-1986

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2014
  • Five Star Wealth Manager, 2012 - 2016, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • Director of Marketing, Impulse Radio, New York, NY, 1999-2003
  • First Vice President, Salomon Smith Barney, New York, NY, 1987-1999

Community participation

I have been a volunteer with Norwalk Grass Roots Tennis (NGT)since 2009 as a Site Captain for our annual fund raising tournament and gala. NGT is dedicated to improving the lives of youths from broad socio-economic and cultural backgrounds. NGT teaches tennis and uses the sport to build confidence, leadership and team camaraderie in the youth it serves. Tennis is a great sport to bring to at-risk kids providing all the obvious benefits of exercise, teamwork, goal-setting, and the pursuit of excellence.

Interests

  • Tennis
  • Golf
  • Boating
  • Travel
  • Time with Family and friends

My photos

4 albums
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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.