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

  • Investment Management
  • Business Retirement Plans
  • Estate Planning Strategies
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Tax Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 3, 7, 66
  • Life, Accident & Health Insurance


  • BA, Towson University, Towson, MD, 2003

Awards & recognition

  • Ameriprise Circle of Success, 2017
  • Atlantic Region Top Advisor, 2015 and 2017
  • Oregon Ridge Financial Solutions, Ameriprise Client Experience Award, 2021

Community participation

I am a dedicated assistant coach for my son's football program.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.


  • Motorcycle enthusiast
  • Boating in DE and MD on our Pontoon boat
  • Spending time at our beach house in Fenwick Island, DE
  • Watching our Superstar Son play Lacrosse, Soccer, Football and Baseball
  • Spending quality time with my family