My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Community Participation

  • The Center Club -- Ex-Officio Board Member
  • The Center Club -- Young Members Committee, Chair
  • Cystic Fibrosis Foundation - Maryland's Finest - Event Co-Chairman, 2016
  • The Daily Record's VIP (Very Important Professionals) List: Successful Under 40, 2015
  • Cystic Fibrosis Foundation - Maryland's Finest Award Recipient, 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, 2016


  • 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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