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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Retirement Plan Distribution

Education

  • B. S. Computer Science, Marist College, Poughkeepsie, NY 1985-1989

Awards & recognition

  • Ameriprise Circle of Success, 2014

Community participation

Volunteer for Greater Boston Food Bank http://www.gbfb.org/

Volunteer for Harry Chapin Food Bank of SW Florida http://www.harrychapinfoodbank.org

Interests

I enjoy traveling, spending time with my family and golf. If you don't find me at the office, you can find me on the back nine, or sight-seeing with my wife.

My photos

3 albums
close

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.