Advisor profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Family Finances
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

  • BS, Management, University of Delaware, 1989-1994

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023-2024
  • Five Star Wealth Manager, 2023
  • Ameriprise Client Experience Award, 2020, 2022, 2024

Professional associations

  • Financial Planning Association

Community participation

  • Friends of the Patapsco Valley

Interests

I enjoy

  • Golf, Snowboarding, Wakeboarding, Hiking and Camping.
  • Spending time with my wife Dawn, our 2 sons and our family pets.

My photos

6 albums
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