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

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
24
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

  • Wheeling Jesuit University, 1996, B.S. Marketing

Interests

· Spending quality time with my wife, Holly, and my children, Christian, Anna, Vivian, Nathaniel, and Georgia.

· In my spare time I enjoy;

o Traveling

o Golfing as much as possible

o Music

0 Playing the piano

o Singing

o Playing soccer

o Skiing

o Reading

0 Fishing

0 Storm Watching (especially tornados) - yes, I would love to be an amateur tornado chaser

Community participation

0 Immaculate Conception Children’s choir director

0 Church Cantor

0 Immactulate Conception Church choir

0 Volunteer Softball Coach – Twist Softball – Washington, PA

0 Manager and player on Men’s over 30 Soccer Team – Washington, PA

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2017 & 2019 - 2020