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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Tax Planning Strategies

Education

  • Bachelors of Science- Finance, Pace University, New York

Previous experience

  • Prior to joining Ameriprise I worked at Smith Barney as 2nd Vice President, 6yrs.

Community participation

Interests

I am fortunate enough to be married to my best friend, Suzie, and together we have two wonderful babies, Vincent and Milania. In my free time, I enjoy traveling with my family whether it be a vacation to the Caribbean, Europe, or on road trips along the east coast. Spending time with my extended family and friends is also very important to me, so I look forward to weekends and holidays. I enjoy attending car shows, collecting famous autographs, reading, and Philanthropy. I believe great physical health is important so I enjoy exercise and outdoor activities.