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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Executive Compensation and Benefit Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Bachelors of Science, Marketing with Emphasis in Finance, The Pennsylvania State University
  • Series 7
  • Series 9 & 10 Managers' Licenses
  • Series 63
  • Series 66
  • Series 31 Managed Futures License
  • Life, Accident, Health Insurance Licenses

Education

  • BS Marketing (Emphasis in Finance) - The Pennsylvania State University, 1992

Interests

Boating, Cooking, Traveling.

Community participation

  • Pittsburgh Rivers Club Professional Business Alliance

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2013
  • Ameriprise Circle of Success, 2011, 2012
  • Riversource Protect. Grow. Give. (R) Award, RiverSource Life Insurance Company, 2012

Previous experience

  • Associate Vice President, Merrill Lynch, 2006 - 2008
  • Vice President, Morgan Stanley, 2001 - 2006