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

  • Intergenerational Planning
  • Tax Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Family Finances
  • Executive Compensation and Benefit Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist
  • CAS® Certified Annuity Specialist®


  • Malvern Prep
  • Bachelor of Arts from Neumann University
  • MS in Financial Services from the Institute of Business and Finance


I have been listening to and playing music since I was a teenager, and enjoy playing with friends and live whenever I get the chance.

My wife and I also enjoy taking rides in the Pennsylvania countryside together, Tina on her Can-Am and me on my motorcycle.