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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Investments
  • Insurance
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Pittsburgh, Bachelors of Science, Mathematics

Interests

  • I enjoy anything to do with the outdoors!
  • My passions are hunting, fly fishing, sporting clays, cycling, skiing, and snowmobiling.
  • What I enjoy most is sharing in these activities with my wife, Christine and our two daughters Kaitlyn and Lindsey.

Community participation

I feel that there is nothing more important than being involved in and giving back to your community. Communities are built by neighbors helping neighbors and a strong resolve to come together as one. Whether I can achieve that by donating my time to the local food bank, helping the United Way with their ongoing mission, or simply supporting a local Little League team, I will continue to be involved for the benefit of all.

  • Valley School of Ligonier - Board of Trustees
  • United Way
  • Westmoreland County Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2018-2020

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.