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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Financial Strategies for LGBTQ Couples and Families
  • Social Security Retirement Benefits
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Ameriprise Financial Services, Inc. Financial Advisor 2009-present
  • Ameriprise Financial Services, Inc. Manager/Financial Advisor 2004-2009
  • Ameriprise Financial Services, Inc. Financial Advisor/Advisor Coach 2000-2004
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Wisconsin-Madison Bachelor of Science Degree- Personal Finance
  • Colonel Zadok Magruder High School Derwood, MD

Interests

I enjoy spending time with my family, which includes my beautiful wife Laurie, whom I married on 7-7-7, Brayden who is 10 years old, and Logan who is 8 years old. I enjoy going to amusement parks with the kids (especially riding the upside down roller coasters, which Brayden and Logan both love)! I enjoy spending time coaching kids sports activities, which include basketball, baseball, and soccer! I also love to do the grocery shopping with Brayden (who would go everyday if he could), cook, and watch The Washington Football team (kids sports activities takes priority)!

Community participation

  • Serve on board of directors for Jewish Federation of Howard County
  • Treasurer for Friends of Scott Berkowitz
  • Member of the University of Wisconsin Alumni Association
  • Member of Alpha Epsilon Pi International Fraternity
  • Organized National Night Out program to promote involvement in crime prevention activities within my community
  • Coach HCYP ( Howard County Youth Program ) for Brayden's basketball team
  • Assistant coach in past for kids soccer league with SAC ( Soccer Association of Columbia )

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.