Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • RICP® Retirement Income Certified Professional®
  • Series 7 and 66 Licenses
  • Life & Health Insurance Licenses
  • Life & Health Insurance Licenses

Education

  • Lafayette College: Bachelor of Arts in Engineering (2006)
  • Lafayette College: Bachelor of Arts in Economics/Business (2006)

Awards & recognition

  • Five Star Wealth Manager, 2015, 2017-2020, 2022-2024
  • Bergen Top Financial Advisors, 2016
  • Ameriprise Atlantic Region Elite Advisors, 2016, 2017, 2021

Community participation

Interests

My main enjoyment in life is to spend time with my wife, family, and friends. This could be either be at a Yankee game, golfing, enjoying a good cigar, or simply going out for a nice dinner & a movie together. When I'm by myself, I enjoy tracking the weather, reading up on current events, releasing stress at the the gym, and reflecting on my day (as I'm always seeking ways to improve).

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.