Advisor profile

What you can expect when you work with me

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.

Get started
40
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

Education

  • University of Missouri-Columbia BS, Literature

Awards & recognition

  • The Snyder Group, Forbes Best-in-State Wealth Management Teams, 2026
  • The Snyder Group, Ameriprise Client Experience Award, 2021

Professional associations

  • New York Society of Security Analysts

Previous experience

  • Investment Advisor, RBC Wealth Management, 15 Years
  • European Institutional Equity Sales, Gruntal & Company, 5 Years

Community participation

Beyond my advisory work, I’m an active supporter of several local charitable organizations. I’ve contributed to Monmouth Medical Center’s NICU through the Big Steps for Little Feet initiative, helping provide critical resources to families and newborns in need. I also support the Asbury Park Music Foundation, an organization that enriches the community through youth music education and live performance programs.

Interests

In my free time, I enjoy spending time outdoors—whether I’m hiking, boating, or playing golf. I also love exploring America’s national parks, historic sites, and battlefields across the country.

My photos

3 albums
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