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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investments
  • Estate Planning Strategies
  • Employee Stock Options
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.B.A., Marketing - University of Delaware

Awards & recognition

  • Ameriprise Circle of Success, 2001-2014, 2020-2021

Community participation

Student mentor

Marquis Grissom Baseball Association, Inc - Sponsor

Interests

In my spare time I enjoy traveling, golfing, sporting events, watching movies, working out and spending time with my family.

I am a member of the Union League of Philadelphia, White Manor Country Club & Ledgerock Golf Club!

I had an article, "Maintaining and Passing on Wealth", featured in the August 2012 issue of EBONY Magazine.

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.