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

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


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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.

My Videos

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    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.


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    The secure site on

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


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    Day in Life

    You work hard for your money. It’s what pays the bills, supports you and your family and enables you to invest in your future. What if something happened and you couldn’t work?


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    Total View: Your complete financial...

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



My PhotosShow Thumbnails

2015 Daily Record VIP Award
Photo Albums

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.