Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLU® Chartered Life Underwriter®

Education

  • University of Southern California, B.S.
  • Rutgers University, M.B.A.

Awards & recognition

  • Ameriprise Circle of Success,, 2019-2021
  • Five Star Wealth Manager,, 2022

Interests

  • I enjoy walking, swimming, reading and travel, having visited many different countries.
  • I'll do some sporadic SCUBA diving and skiing.
  • The greatest joy in my life has been being a dad for my son who is a Biochemistry major at Washington University in St. Louis and my daughter who is still in high school.