The advisor listed is an Ameriprise financial advisor in Jericho. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. For 30 years I've been helping families and individuals navigate their way through economic downturns and upswings by helping them structure balanced portfolios, which focuses on protecting their assets and building on those assets. As a licensed private pilot, I see parallels between financial planning and flying. I believe prudent risk that doesn't jeopardize safety is a critical component of both activities. If you are going through a transition in your life - a marriage or divorce, death of a spouse, retirement, receipt of an inheritance, change of residence or lifestyle, or scheduling a move to a new house or location - I invite you to allow me to help you. Together we can structure a plan that may help protect your assets, work toward growing them, and help you feel more confident about your financial decisions. Whether piloting a plane or charting a financial plan, my aim is the same: to help my clients arrive safely at their destination.