My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

Community Participation

  • The Center Club -- Ex-Officio Board Member
  • The Center Club -- Young Members Committee, Chair
  • The Daily Record's VIP (Very Important Professionals) List: Successful Under 40, 2015
  • Cystic Fibrosis Foundation - Maryland's Finest, 2014
  • Living Classrooms Foundation -- Rising Star, 2012


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Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Investments
  • Charitable Giving

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011, 2012, 2013, 2014, 2015


  • Loyola University Maryland - 2001 - B.B.A., Finance (Major), Philosophy (Minor)

Financial Aid

I've successfully, completed the Lynn O'Shaughnessy Financial Aid course for Professionals. Through the online course sessions, I've been able to become a better resource for families by increasing my knowledge on what they need to know to strive to make college more affordable.

Ameriprise does not offer tax or legal advice. Please consult with your tax advisor or attorney regarding your specific situation.

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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