Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Insurance
21
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
  • FINRA Series 6,7,31,63,65
  • Life, Health, Variable Insurance License

Education

  • Elon University B.A. Philosophy/Psychology, 2001

Interests

My wife, Bridget, and I, live in Baltimore with our two sons, Keating and Turner. When I’m not in the office I enjoy spending time with my family, playing golf, and running. I am passionate about Baltimore and take great pride in watching it continue to grow and thrive.

Community participation

  • Volunteer for Arlington Free Clinic

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2014, 2015, 2016,2017
  • Ameriprise Circle of Success, 2009-2010 and 2012-2018
  • Ameriprise Tom Patton Award, 2017
  • Forbes Best-in-State Wealth Advisors, 2018-2022

Professional associations

  • Financial Planners Association
  • NFLPA Registered Player Financial Advisor

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.