Advisor profile

What you can expect when you work with me

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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies


  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • FINRA Series 7, Series 66
  • New York State Life, Accident & Health Insurance


  • Bachelor of Science in Financial Planning, Purdue University 2010

Previous experience

  • LPL Financial, May 2008 - June 2011

Community participation

  • Delaware Water Gap Train Station Restoration
  • Productions for A Cause
  • A Local Presence


  • Spending time with my family is very important to me. I have a son, Ashton, who was born on October 27th, 2019 and a daughter, Avery Rae, who was born on June 13th, 2022. They are the BEST!
  • Volunteer Work- I try to donate as much time to volunteering as possible. DWGTP and NSAL.
  • New York Sports enthusiast (New York Yankees, Knicks, Giants and Rangers). Yes, the Knicks.
  • I am a foodie. Some of my favorite restaurants include: "A Taste of Greece", "Tapastre", "Felix" & "Alta"
  • We spend our summers between Eastern Long Island (Watermill) and Hilton Head, South Carolina.

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.