Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

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.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.