My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

I enjoy spending time with my wife, Christine, and children, Katherine, Jean-Marie, Meg and Robert.

I enjoy both domestic and overseas travel.

I am an avid golfer and am currently, the 2014 Match Play Champion at the Fox Hollow Golf Club.

Community Participation

  • Member of Finance Council, St. Pius X Parish, Rodgers Forge, MD 2005- Present

Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Retirement Income Strategies

Experience

19

Awards & Recognition

  • FIVE STAR Wealth Manager1, Baltimore Magazine, 2013, 2015

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Education

  • Duquesne University - BA 1975

Previous Experience

  • I managed development programs for Catholic Relief Services in Africa, Asia & Latin America., 1978-1996

My Videos

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