Advisor profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

26
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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Family Finances
  • Cash Flow Management Strategies

Education

  • BS Bachelor of Science - Delaware Valley University

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2024
  • Five Star Wealth Manager, 2012-2025
  • Green Arrow Financial Advisors, Ameriprise Client Experience Award, 2025

Professional associations

  • Mortgage Bankers Association of Greater Philadelphia
  • College of Financial Planners
  • Mortgage Bankers Association of Pennsylvania

Community participation

Green Arrow Financial Advisors - Community participation photo
  • Volunteer- John James Audubon Center at Mill Grove- Audubon, PA
  • Volunteer- Chester County Food Bank

Interests

  • I enjoy hiking, golfing and spending leisurely time outdoors.
  • Member/supporter of Hawk Mountain Sanctuary.
  • Member of Longwood Gardens in Kennett Square, PA.
  • Spending quality time with my four grandchildren.
  • Creating and maintaining gardens with my wife Gail at our home using native plants of Pennsylvania.
  • Family vacations in Sea Isle City, NJ.

My photos

6 albums
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