Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist

Education

  • Bachelor of Science, Finance, University of Delaware

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2015, and 2016
  • Ameriprise Circle of Success, 2017-2022

Community participation

Delaware Valley Wealth Advisors - Community participation photo
  • My wife Alison and I are both active participants within the Oxford Presbyterian Church and the Jennersville YMCA
  • Our team here at Delware Valley Wealth Advisors volunteers with Food Bank of Delaware whose mission is to inspire hope in our communities by providing food to nourish Delawareans, while collaborating on long-term solutions to hunger and poverty.

Interests

  • Spending time with family at Broadkill Beach, DE
  • I enjoy gardening, golfing and scuba diving

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.