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.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.