My Approach

I take the time to sit down with clients and obtain a clear understanding of their financial needs and goals. Matching a client's goals with the financial and intellectual resources available affords me the opportunity to help empower them to make informed financial decisions. I have found that a flexible financial plan, based on what is important to the client, is essential to the process of helping them pursue their financial goals. I work with clients to provide recommendations based on their financial picture with the goal of helping clients feel more confidence. Experience tells me that providing personalized service is equally critical to their long-term success, and that working together with these components is key to the client-advisor relationship.



  • I enjoy spending time with my wife and 2 sons
  • Active in my children's sporting activities
  • I'm an occasional golfer as time permits
  • Enjoy cooking and entertaining family and friends

Community Participation

  • Volunteer Youth Financial Enrichment Program

Areas of Focus

  • Retirement Plan Distribution
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Employee Stock Options
  • Small Business


92 View scores

Awards & Recognition

  • Ameriprise Circle of Success, 2010


  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions


  • M.B.A., Business, Dowling College, Oakdale, NY
  • B.S., Aeronautics, Dowling Collge, Oakdale, NY
  • A.A.S., Aerospace, State University of New York, Farmingdale, NY

Professional Associations

  • Advanced Advisor Group
  • Financial Planning Association
  • Circle of Sucess

My Videos

  • Close

    view my video  
    Be Confident in Our Strength

    Learn about the financial strength and soundness behind RiverSource® protection and retirement income solutions.


  • Close

    view my video  
    The secure site on

    Watch our video for an introduction to the secure site and learn more about working with your advisor online.


  • Close

    view my video  
    Total View: Your complete financial...

    View your accounts from other financial institutions in one secure place.


  • Close

    view my video  
    Keeping dreams alive

    Business owners Bill and Karen Edwards were able to keep their dreams alive because of their decision to purchase disability income insurance.