Advisor profile

My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Cash Flow Management Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®


  • La Salle University - B.S. Finance & Management, 1980-1984


  • I enjoy participating in triathlons.
  • I also play racquetball and softball.
  • I recently completed the Philadelphia Distance Run-13.1 m.

Community participation

  • Board member of the Parks and Recreation Board of Northampton Township from 2008- 2014.
  • Member of the Northampton Township Business and Professional Association (NTBPA).

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2019
  • Ameriprise Circle of Success, 2012