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
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Family Finances
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 and 66 Licenses
  • Life, Accident and Health Insurance Licenses

Education

  • BS Bachelor of Science, University of Delaware, Newark, DE

Interests

  • I enjoy watching sports and my favorite sports team is the Philadelphia Eagles.
  • I am an avid fantasy reader. My favorite authors include Terry Brooks, R. A. Salvatore, Markus Heitz and Cinda Williams Chima.
  • I love taking long walks through the local state parks with my wife and Golden Retriever.

Community participation

  • Volunteer at Ronald McDonald House's Holiday Workshop, Wilmington, DE
  • Master Mason in Hiram Lodge #25, Newark, DE
  • Shriner in Shriners International, Nur Shrine Center, New Castle, DE
  • Member of Caesar Rodney Rotary, Wilmington, DE
  • Volunteer at the Food Bank of Delaware, Newark, DE