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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
27
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 7, 63 and 65
  • State of NJ Life & Health

Education

  • United States Naval Academy - Bachelor of Science

Interests

  • I enjoy spending time w/my wife Lisa, & sons Steve and Matt.
    Biking, traveling, & hitting the beach are some of our favorite activities.
  • I believe in honesty, integrity, and accountability.
  • I am proud to have served in our nation's armed forces.
  • Never stop learning, never stop living.

Community participation

I am active in my community. As a US Naval Academy Class of 1986 alumni, I volunteer with the US Naval Academy Admissions Office as a Blue & Gold Officer Affiliate, working with local high schools to provide qualified counsel and guidance to prospective midshipmen on every aspect of the U.S. Naval Academy.

I have also served as President Morris Hills High School Ice Hockey Booster Club, and have coached or assisted in varying capacities for the Lincoln Park PAL baseball and football programs, Morris Hills High School Ice Hockey Booster Club, Montclair Hockey Club, and Morris County Boys and Girls Club summer roller hockey programs.

Awards & recognition

  • Ameriprise Circle of Success, 2010-11, 2013-2021
  • Ameriprise Client Experience Award, 2021

Professional associations

  • US Naval Academy Alumni Association - NJ Chapter

Previous experience

  • Financial Advisor, Bank of America Investments/Quick & Reilly/Fleet, 1999-2009
  • Financial Consultant, Merrill Lynch, 1994-1999
  • Commissioned Officer, US Navy, 1986-1995
  • Technology Service Representative, GUARD Insurance Group, 1993-1994
  • Owner, Futurekids, 1992-1994

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.