Advisor profile


My approach

I specialize in financial planning strategies for professional athletes, senior corporate executives, and business owners. As an Ameriprise Platinum Financial Services® advisor, our team can help you plan to reach your goals. I focus on maintaining premier levels of client satisfaction and have the experience to help clients with more complex financial needs. I can work with your personal team of professionals such as attorneys and accountants, plus we have access to an established network of knowledgeable resources at our corporate office to help you be more confident about pursuing your dreams and goals.

25
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

Professional associations

  • NFLPA Registered Player Financial Advisor

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.