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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, College for Financial Planning
  • ChFC® Chartered Financial Consultant®, American College of Financial Services
  • CLU® Chartered Life Underwriter®, The American College of Financial Services

Education

  • Bachelor of Science, Finance & Economics, University of Delaware, Newark, Delaware

Awards & recognition

  • EMERY & ASSOCIATES, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2014-2021
  • AdvisorHub 50 Solo Practices to Watch, 2022

Community participation

Point Lookout Park Project, CEO

Point Lookout Civic Association, Board of Directors

Point Lookout Chamber of Commerce, Member

Interests

I enjoy spending summer days at the beach with my wife, Melissa, and children, Jack, Maeve and James. I enjoy running, biking, hiking, skiing, golfing and playing tennis. I'm an avid reader, enjoy travel, and love to cook.

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.