Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Charitable Giving
22
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative Examination

Education

  • Bachelor of Science, Finance, University of Maryland - Smith School of Business

Interests

I enjoy spending time with my daughters Katie and Jackie and my wife Deb. I am an outdoor enthusiast and competitive triathlete and I enjoy golf, hiking, cycling, skiing, swimming, running, gardening and reading. I also love walking my dog, Moose.

Community participation

I coach club lacrosse, am a past President of the Rotary Club of South Anne Arundel County and a past President of the Davidsonville Civic Association. Graduate of Leadership Anne Arundel in Annapolis. I also belong to the Annapolis Triathlon Club.

Previous experience

  • Wealth Management Advisor, First Vice President - Wealth Management, Merrill Lynch Wealth Management, 2009-2019