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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, 63 and 65
  • State of NJ Life & Health


  • United States Naval Academy - Bachelor of Science

Awards & recognition

  • BrickVine Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2010-11, 2013-2022
  • BrickVine Private Wealth, Ameriprise Client Experience Award, 2021-2022

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

Honored to be recognized in Forbes

I’m thrilled to share that BrickVine Private Wealth has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

Community participation

I am active in my community. As a US Naval Academy Class of 1986 alumni, I have previously served as a volunteer Blue & Gold Officer Affiliate with the US Naval Academy Admissions Office. I have 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.


  • 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.

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.