Private Wealth Advisor with Ameriprise Financial Services, Inc.
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan. Areas of Focus Charitable Giving Employee Stock Options Retirement Planning Strategies Domestic Partner Planning Estate Planning Strategies Saving for Education Education University of Florida-Bachelors of Science Business Administration Professional Associations Certified Financial Planning Board of Standards 24 Years of Experience Licenses: Series 7, Series 64, State Insurance 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 I am licensed and registered to conduct business in FL. Based on licenses and registrations I hold, I may also conduct business in NY, MD, LA, VA, AZ, TX, HI, CA, NC, SC, GA, KY, MN. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track toward your goals, even in uncertain times.
The economic impacts of COVID-19 may have a hidden impact on children — it may help them develop a money mindset earlier.
cnbc.com Children are witnessing a pivotal moment in history. Here's what they may learn about money, and what you can do to help.
You may not need to cancel family fun with these social distancing-friendly ideas. How are you keeping your family traditions alive?
realsimple.com Don’t cancel, just compromise with some isolation-friendly ideas.
Baby boomers are typically more active and spend more money than retirees of previous generations. Learn other ways retirement has evolved in the last decade.
money.usnews.com Retirement is different now than it was just 10 years ago.
When markets turn volatile, it’s natural to wonder what to do. Investment mistakes are often made when emotions overtake logic. Before taking action, call us to talk through questions or concerns.
cnbc.com As coronavirus fears send the Dow Jones Industrial Average down triple digits, there's one move you want to avoid making. Here's the mistake one behavioral finance expert says investors are most susceptible to at these times — and what you should do instead.
Resilience. Positivity. Experts share five life lessons you can teach your kids while self-isolating.
cnbc.com Experts tell CNBC Make It five life lessons parents can teach children while self-isolating at home due to the coronavirus.
Joining your neighbors in song is just one way to maintain a sense of community – from a safe social distance.
realsimple.com Spread a little kindness and cheer.
Depending on your life stage, the recent stock market drama may impact you differently. Nevertheless, it’s important to understand the potential impacts to your portfolio. here to help.
cnbc.com For many millennials, the recent stock market troubles don't mean much.
The happiest couples know how to work through their differences – including money disagreements. What’s their secret? Communication tops the list, according to our recent study.
When retirement can last up to 30 years or more, planning for expenses can feel daunting. Here are four insights to help you estimate expenses and make adjustments before retiring.
usatoday.com Planning your next 30 years of expenses isn't as easy as it seems. Here are 4 spending trends you need to understand.
Wondering what to do when your parents need financial help? Having a conversation about their needs is a good start. I’d be happy to help facilitate a discussion.
nextavenue.org What you can try to do for your mom and dad
Teaching kids about money can help them learn how to save, spend, and grow their money wisely. Consider these six strategies to help give them hands-on experience.
ameriprise.com Find out how to teach kids about money so they can be financially responsible in life.
If your retired parents need financial support from you, experts say it’s important to set clear boundaries. If you’re helping a parent pay their bills, learn about tools to help protect your own retirement savings.
money.com Setting limits is key.
Talking to your parents about money can feel intimidating. Here are five questions you can ask to help get the conversation started.
cnbc.com Borrowing money from your parents can be a touchy subject, especially if they have their own financial goals and struggles. Experts suggest asking your parents five questions before accepting a loan.
Holiday shopping is a great time to talk to your kids about the importance of setting goals and saving up for things that are important to you.
Blended families are on the rise, according to the Pew Research Center. If you’re among the 40% of new marriages in the U.S. with at least one person who was previously married, here are 4 tips for navigating your financial life together.
cnbc.com Forty percent of all new marriages in the U.S. include at least one person who was previously married and may already have kids. Having proper documentation and delegation of responsibilities as well as regular conversations about money is crucial to financial success, experts say.
Whether by choice or necessity, there are benefits to working in retirement. Learn more about how you could gain more spending power while helping your retirement savings last longer.
ameripriseadvisors.com Working in retirement can provide several benefits and help your savings last longer.
[11/25/19] #SmallBusinessSaturday is a great time to show support for our local retailers during the busy holiday season. What is your favorite local small business?
One in five people regret combining money with their spouse or partner, according to MagnifyMoney. Here are three ways experts say can help you avoid feeling this way.
cnbc.com According to a new survey from MagnifyMoney, 1 in 5 people regret combining money with their spouse or partner. However, experts say there are ways to avoid feeling this way.
“Your time is your life. That is why the greatest gift you can give someone is your time.” – Rick Warren, Author of A Purpose Driven Life
Couples may not always see eye to eye about money – but maintaining communication and developing good habits can help lead to financial harmony.
Millennials are more likely than older generations to get burned out at work, according to a Gallup study. Here are three tips to help break through the burnout before it affects your savings.
marketwatch.com Face it, millennials. You’re burned out. You’re so burned out it’s affecting your financial decisions.
If you’re among the 38 percent of Millennials with a side hustle, learn why protecting your business can be just as important as running it.
cnbc.com Just as important as running your side business is making sure it — and you — are protected in case something goes wrong, experts say.
[10/23/19] Productive financial conversations with family start with a thoughtful plan. When you’re ready to start the conversation, let’s chat about some topics to consider.
One in three parents say they would be willing to delay their retirement to help pay for their child’s college education, according to a recent Ameriprise study. Learn why it’s important to set expectations with your kids to avoid jeopardizing your retirement savings.
kiplinger.com Parents need to learn to set expectations and limits ... for their children and for themselves.
Many parents teach their kids about the importance of saving. But what about investing? Learn how teaching them a few simple concepts could help them become savvy investors down the road.
cnbc.com Teaching your children to save money is a good start. However, they'll earn much more in the long run if they can grasp these key concepts about investing.
Is charitable giving part of your estate plan? Talk to your tax advisor about how supporting the causes you care about can help lower the tax bill for your heirs. Here are some talking points to start the conversation with your family about your philanthropic wishes.
cnbc.com If you locked horns with your mom and dad in your teen years, prepare for further conflict as they get their estate planning together. Older family members tend to leave their kids and grandkids out of their philanthropic goals, Key Private Bank found.
One of the biggest regrets many millionaires have is not saving more during their 20s. Learn what some wish they had done when they had the benefit of time on their side.
businessinsider.com Despite achieving the most coveted marker of financial success, many of the millionaires think they could be better off if they'd started even sooner.
Fluctuating markets can sometimes lead to emotion-driven investment choices. Before you make a move, let’s talk about what you can do to help reduce your risk.
ameriprise.com Avoid common missteps and feel more confident about your financial future with these three strategies to reduce investment risk.
While fixed income returns are likely to be meager over the next year, it’s important to remember that outside of providing income, fixed income plays another important role - to act as a portfolio “stabilizer” during times of equity market volatility. #AmeripriseResearch
Successful investors – whether Millennials, Gen Xers or Boomers – may be more alike than different when it comes to managing their finances, according to the Ameriprise Modern Money study. What is your top financial priority?
ameriprise.com Saving for retirement is the No. 1 financial priority for respondents across all generations.
Goal-setting is a life-long skill that can help children achieve financial success. Talk to your children about making smart, long-term decisions with their money.
Women’s Equality Day celebrates winning the right to vote in 1920. Today we salute the extraordinary women building our country – yesterday, today and tomorrow.
Retirement account assets are typically taxed in different ways and at different times. Let’s chat about the best strategy to reduce the impact of taxes on your savings.
ameriprise.com Learn about pre-tax investments, after-tax investments and tips for managing taxes more effectively.
It’s never too early to begin instilling healthy financial habits in your kids. Learn about four money lessons Berkshire Hathaway CEO Warren Buffet taught his children.
cnbc.com If there's one person who understands the importance of teaching kids about financial responsibility, it's Warren Buffett.
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