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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Domestic Partner Planning
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • MPAS™ Master Planner Advanced Studies™
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life Insurance; Accident; Health or Sickness; Variable License

Education

  • BS in Finance- University of Pittsburgh
  • MS in Personal Financial Planning- The College for Financial Planning

Professional associations

  • Member, Financial Planning Association
  • Society of Financial Services Professionals

Interests

  • Spending time with my wife and our three children
  • Spending time with our two French bulldogs
  • Taking an annual ski trip out West
  • Playing ice hockey and basketball
  • Growing as a person both personally and professionally

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.