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
20
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
  • Investments
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • RICP® Retirement Income Certified Professional®
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant

Education

  • BS, Rutgers University, 1999

Awards & recognition

  • Ameriprise Circle of Success, 2011-2012, 2014, 2016-2020
  • Ameriprise Client Experience Award, 2020

Community participation

Each year our office volunteers at a local food bank in the Limerick, PA area and Philabundance in Philadelphia.

Interests

  • In 2019 I completed my first IRONMAN Triathlon.
  • This year I started mountain biking for the first time in 15 years. Riding all the local trails in Chester and Montgomery Counties. I have my first mountain bike race in June 2020, assuming it doesn't get canceled.
  • Iceland is possibly my favorite vacation destination.
  • When not swimming, biking or running, you can find me on a golf course.
  • As a family, we've been enjoying our local parks, either mountain biking, kayaking, paddle boarding or just hiking and exploring.

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.