Vice President, Financial Advisor at Ameriprise Financial, Inc. My Approach-
Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.

Areas of Focus-
Charitable Giving
Estate Planning Strategies
Retirement Planning Strategies
Employee Stock Options
Family Finances
Saving for Education

Qualifications-
CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner

Series 7, 66 Licensed

I am licensed and registered to conduct business in PA.

Based on licenses and registrations I hold, I may also conduct business in OH, NJ, MO, MD, WV, DE, CA, SC, AZ, NC, MN, FL, TX, NY, MA, NM, VA.

CA Insurance #0H60444

Working Together-
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect-
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs

What to bring-
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA.
Comments and "likes" should not be considered representative of client