Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.