Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science (BS), Accounting, West Virginia Wesleyan College, Buckhannon, WV

Interests

  • My wife Jacqueline and I have three children, Audrey(6), Alexandra(4), and Brooks(7mos). They keep us busy between their many interests, dance, gymnastics, soccer, and softball!
  • We have a rescue pup, Jersey.
  • My family and I love spending time together whether it's travelling to the beach or cookouts with family and friends.
  • Jacqueline and I enjoy visiting local wineries.
  • I enjoy golf and baseball, both playing and watching. (Go Phils!)

Community participation

Awards & recognition

  • Ameriprise Outstanding Leader Award, 2014

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.