Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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
  • Investment Management
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Intergenerational Planning
  • Estate Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • CMFA® Certified Military Financial Advisor®
  • CASL® Chartered Advisor for Senior Living®


  • BA, Business & Economics, Randolph-Macon College, Ashland, VA
  • MBA, Finance, George Mason University, Fairfax, VA

Awards & recognition

  • Aspen Grove Wealth, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Ultimate Digital Excellence Award, 2023

Professional associations

  • Financial Planning Association

Community participation


I am blessed with a wonderful family which includes my wife Betsy and three children.

  • Jack is a fourth year at the University of Virginia and is joining Aspen Grove Wealth after graduation.
  • Sarah is a first-class Midshipman at the United States Naval Academy and will be a Marine Pilot upon graduation.
  • Bailey is a freshman at Lafayette College studying biology and playing college lacrosse.

My personal interests include:

  • Spending time with family and friends
  • Enjoying nature on hikes with my dog, Tank
  • Being on or near the water, preferably fishing
  • Playing tennis and golf
  • Playing guitar and piano

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.