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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments

Qualifications

  • Bachelor of Science Degree in Business Management and Finance
  • Series 66
  • Series 7
  • Life, Accident and Health

Education

  • Bachelor of Science in Business Management, North Carolina State University
  • Major in Business Management and Finance
  • Minor in Marketing

Awards & recognition

  • Ameriprise Circle of Success, 2020
  • Landis Advisory Group, Ameriprise Client Experience Award, 2020-2023

Community participation

    I support Special Olympics Lancaster Chapter to help support athletics for kids with special needs and families in our community. I became involved with the organization when my sister Christine joined Special Olympics more than a decade ago.

Interests

Family- My wife Sheila and I have two children, Chris and Samantha "Sami". Pictures of family are on the site.

Cycling- Avid mountain biker, cyclocross and I am very active in the cycling community.

Outdoors- We enjoy snowboarding, fly fishing and camping throughout the year

Our family enjoys vacationing to Northern Vermont and Cape May Point.

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.