Advisor profile


My approach

I believe our relationship is crafted around how much I know about you and your individual situation. I begin with an in-depth discovery meeting to know everything about you. There are seven specific categories that are covered: Values, Goals, Relationships, Assets, Advisors, Process, Interests. With all of this information, I focus on Advanced Planning for you and provide it through relationship management. I want you to think about me as your “Go To” person, to help you pursue your lifestyle and family interests. I am committed to helping you plan to achieve all that is important to you so that you can spend the time with those most important to you.

38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CIMA® Certified Investment Management Analyst®
  • CA Insurance Lic#4101036

Education

  • Bachelor of Business Administration, Accounting, Temple University Philadelphia, PA

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Five Star Wealth Manager, 2014, 2015
  • Ameriprise Circle of Success, 2020

Professional associations

Previous experience

  • Smith Barney, 1983-1994
  • UBS, 1994-2008
  • Morgan Stanley, 2008-2017

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named on the Forbes Best-in-State Wealth Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Blender Private Wealth Management team. This achievement would not have been possible without you.

This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

Community participation

  • Broward Health Foundation
  • Humane Society of Broward County
  • Planned Giving Council of Broward
  • Broward Partnership

Interests

Recently moving to Ft Lauderdale from Philadelphia, PA, I have the chance to spend more time outdoors, getting involved in the community and giving back. Charity is playing a big role for my wife Sylvie and myself. I also enjoy entertaining family, friends and clients, both in the kitchen and on the golf course. Of course, that would not be complete without weekly GT classes in the gym. We are blessed to be able to spend quality time with our son Matthew and hopefully our son Andrew, when he graduates PennState.

Interests and Values

Giving back to our community

Boating and Golf

New to Fishing

Family and a healthy lifestyle

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.