Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science, Finance, The Pennsylvania State University, University Park
  • Minor, Economics, The Pennsylvania State University, University Park

Interests

  • My family: My wife Deanna and my two sons Breck and Kade.
  • Skiing: I try to take a ski trip out west each year with a group of 8-15 friends. We've been making the trip since '05.
  • Sports Fan: Penguins, Steelers and Penn State Football.
  • CrossFit: My health is very important to me and I enjoy the high intensity workout that CrossFit provides.
  • Any outdoor adventure; hiking, whitewater rafting, snowshoeing, four wheeling, etc.
  • Golf: I don't golf as often as I would like, but when I do get out I'm reminded I need to practice more.

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2021
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2018-2021
  • Barron’s Top 1,200 Financial Advisors, 2020-2022
  • Forbes Best-in-State Wealth Advisors, 2018, 2021-2022
  • Forbes Top Next-Generation Wealth Advisors, 2017-2021
  • Financial Times 400 Top Financial Advisers, 2018-2020
  • Forbes Best in State Next Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2013-2017
  • Five Star Wealth Manager, 2013-2017

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.