Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CLTC® Certified Long Term Care
  • Series 7, 63, 66, and 31
  • Life Insurance, Long-Term Care Insurance, Accident & Health Insurance Licensed

Education

  • Goucher College Towson, MD - Bachelor of Arts: Business Management & Finance

Awards & recognition

  • Ameriprise Circle of Success, 2011 - 2012, 2014-2019
  • Atlantic Region Elite Advisor Award , 2014-2017

Previous experience

  • Investment Advisor - Merrill Lynch, 2000-2003

Community participation

Volunteer - Misty Manor Horse Rescue

Interests

    In my free time I enjoy spending time with my wife Lauren and our son's Andrew & Bradley. We enjoy spending time with our extended family, nieces and nephews, and our horse, Peanut. When I am not spending time with my family, I am out riding Peanut.
    We spend lots of time visiting family in New York.