Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
25
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

Qualifications

  • CLTC® Certified Long Term Care

Education

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

Awards & recognition

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

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.