My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Interests

  • Outdoor adventures with my wife, Laura, our daughter, Abbie (4), and our son, Jason (2)
  • Spinning, running and sprint triathlons
  • Camping (I was an Eagle Scout and hope to introduce Abbie and Jason to scouting when they get older.)

Community Participation

National MS Society - Bike MS

Supporter: Habitat for Humanity

Areas of Focus

  • Retirement Planning Strategies
  • Education Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies

Experience

11
97 View scores
 
 
 

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2014
  • Ameriprise Circle of Success, 2007

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
  • Business Financial Advisor
  • Series 7
  • Series 66
  • Life, Accident and Health
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Education

  • B.S., Business Administration, University of Richmond, Richmond, VA

My Videos

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My Photos Show Thumbnails

Client Appreciation Picnic at Pullen Park

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.