Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
  • Business Retirement Plans
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science, Finance, The Pennsylvania State University
  • Bachelor of Science, Spanish, The Pennsylvania State University

Interests

  • Spending time with my wife, Sara, and kids, Annabelle, Charlotte, and Donovan.
  • Golfing on any sunny day (Pebble Beach is on the bucket list).
  • Hiking in the Poconos, anywhere in Vermont, and local spots like St. Peter's Village.
  • Visiting craft breweries both locally and in other parts of the country.
  • Attending sporting events - Saturdays in the fall are either spent at my daughter's soccer games or at a Penn State football game.

Community participation

I am a member of the Spring-Ford Rotary Club which is a part of Rotary International; a service organization whose purpose is to bring business leaders and community members together to provide humanitarian services. Our club supports various charities in Royersford, Limerick, Spring City, Schwenksville, Collegeville, and surrounding areas.

Our office also regularly participates in the semi-annual Ameriprise National Day of Service. Ameriprise has partnered with Feeding America, a national hunger-relief agency. Our office has spent many volunteer days with Philabundance, a local food bank that provides food to 90,000 people each week.

Awards & recognition

  • RidgePoint Financial Partners, Ameriprise Client Experience Award, 2020-2021

Professional associations

  • Financial Planning Association
  • Philadelphia Estate Planning Council
  • Spring-Ford Chamber of Commerce, past Board Member
  • Montgomery County Estate Planning Council

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.