My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

    • Spending time with my wife and two young daughters.
    • Golfing and just being outdoors in general.
    • Attending sporting events - specifically Penn State Football or the Philadelphia Phillies.

Community Participation

Our office regularly participates in the semi-annual Ameriprise National Day of Service. Ameriprise has partnered with Feeding America, a national hunger-relief non-profit agency. Our office has spent many volunteer days with Philabundance, a local food bank that provides food to 90,000 people each week. Please contact me if you would like to be included in our next volunteer day.

I am also a member of the Spring-Ford Rotary Club which is a part of Rotary International; a service organization whose purpose is to bring business leaders and community members together to provide humanitarian services.

Experience

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Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Intergenerational Planning
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011-2015
  • Better Business Bureau Accredited2, 2011-2016

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

Professional Associations

My Photos(2 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(1 videos) X