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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Science, Economics, University of Delaware, Newark, DE 2001-2004

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Financial Planning 40 Regional Advisors Under 40, 2022
  • Ameriprise Circle of Success, 2007 - 2008, 2012 - 2023
  • Ameriprise Circle of Success Diamond Ring, 2023
  • Weidman Private Wealth Management, Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Community participation

  • Junior Achievement of Delaware

Interests

  • Golf
  • Biking
  • Boating
  • Fishing
  • Exercising
  • Attending professional sporting events
  • Wine/Beer Tasting
  • Traveling

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.