Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
25
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
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Investment Management
  • Insurance
  • Estate Planning Strategies
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS in Communcations & Mass Communications, Towson University

Awards & recognition

  • Five Star Wealth Manager, 2012-2017, 2020-2024
  • Ameriprise Client Experience Award, 2021

Community participation

Hereford Rec Lacrosse Girls Commisioner

Hereford Rec Lacrosse Coach

Active member of the Girls Scouts of Central Maryland

Hereford Rec Field Hockey Coach

Helping Out Mission Volunteer

Interests

My wife and 3 daughters take up most of my time (which I love) but I also enjoy the beach, golf, coaching , and reading.

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.