Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Insurance


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 66
  • Life, Accident and Health Insurance
  • CA Insurance License #0K16669


  • BFA, Theatre Performance, University Of Michigan, Ann Arbor, MI, 2008

Awards & recognition

  • Deerhaven Wealth Management, Ameriprise Client Experience Award, 2022

Community participation

-Participate in Ameriprise National Day of Service

-Volunteer at the Boys & Girls Club of Paterson and Passaic in New Jersey


I am a die hard Chicago sports fan having grown up in the nearby suburbs. There was nothing quite like growing up in the Michael Jordan era as a Bulls fan, to see that greatness day in and day out. I'm also a proud Michigan Wolverine. I am quite competitive, especially when it comes to the fantasy baseball and football world. I am in the same baseball league 10 years running and it has been a great way to stay in touch with friends and keep the competition alive. One of my biggest passions is travel; I itch to visit a new country ideally once a year. When I reflect on where the majority of my time is spent, it is most definitely with family.

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.