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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

    • I'm an avid sports fan and I enjoy attending games - specifically Penn State Football or the Philadelphia Phillies.
    • I like to spend free time with my friends and family.
    • I enjoy golfing and I'm actively working to improve my 18-stroke handicap.

Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Investments

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011-2012
  • NABCAP Premier Advisors2, 2011
  • Better Business Bureau Accredited3, 2011

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Science, Finance, The Pennsylvania State University
  • Bachelor of Science, Spanish, The Pennsylvania State University

My Photos Show Thumbnails

100 West Elm Street

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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.