Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies


  • Series 7- General Securities Representative
  • Series 66- Uniform State Licensed
  • Life, Health & Variable Annuity Insurance Licensed


  • St. John's University, B.S. Finance

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation


When not in the office helping clients achieve their financial goals, I enjoy spending time with my wife and family. I’m also a prolific reader and especially enjoy autobiographies, books about history, science and technology. My latest books include “Elon Musk” and “Brainmaker.”

I feel very fortunate about the work I do because I get to learn a little bit about other people’s lives and make a positive impact.

“You cannot change your destination overnight, but you can change your direction overnight.” – Jim Rohn.

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.