Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Estate Planning Strategies
15
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

Education

  • Bachelors, Business Administration, Drexel University, Philadelphia, PA

Interests

-Spending time with family and friends

-Active participant in the annual Philadelphia Muck Fest since 2011 to help fundraise and fight Multiple Sclerosis

-Reading, exercising and playing hockey

Community participation

Fundraising for the National Multiple Sclerosis societies Philadelphia chapter. Over $20k raised since 2011 through donations for the annual Muck Fest run.