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

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance
22
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
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®
  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • St. Mary's College of Maryland
  • B.A., Economics, Cum Laude
  • 1996-2000

Interests

  • I enjoy cooking, including smoking a variety of meats
  • You may run into me running around Centennial Lake
  • My wife and I look forward to fostering dogs in 2022
  • Center Club Baltimore member 2015-2022
  • Mt Washington Improvement Association at-large board member
  • Baltimore SPCA Dog Deputy Volunteer 2022

Community participation

  • Treasurer, Mount Washington Improvement Association
  • Columbia Red Cross Donation Center, Frequent Donator
  • Southwest Baltimore Charter School, Volunteer
  • “For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

    * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

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.