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

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
26
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
  • APMA® Accredited Portfolio Management Advisor℠
  • CKA® Certified Kingdom Advisor®

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 - 2022
  • Ameriprise Diamond Ring Club, 2019
  • The Dynamic Directions Advisor of the Year Award, 2020
  • Ameriprise Circle of Success, 2021

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.