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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

More...

Interests

I greatly enjoy playing the drums and listening to music of many types. Recently, I took up the very humbling game of golf!

My wife Kristin and I reside in southeastern Pennsylvania with our labradoodle. We both actively serve in our church called ValleyPoint in Glen Mills. We enjoy spending our "down time" at the beach and with family and friends.

Community Participation

United Way of Delaware, Board of Directors

Salvation Army of Delaware, Advisory Board Member

ValleyPoint Church, Volunteer Worship Musician

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Charitable Giving

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2009-2013
  • Ameriprise Circle of Success, 2000-2013
  • Ameriprise Diamond Ring Club, 2011

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS®  Certified Fund Specialist
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Files for Download

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Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.