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.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Intergenerational Planning
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AAMS™ Accredited Asset Management Specialist™
  • ChFC® Chartered Financial Consultant®

Education

  • B.S. Economics, University of Maryland, Baltimore County, 1984
  • B.S. Sociology, University of Maryland, Baltimore County, 1984

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022-2023

Previous experience

  • Financial Advisor Edward Jones, 1997-2023

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Ellicott Mills Wealth Management team. This achievement would not have been possible without you.

Community participation

Knights of Columbus

Kiwanis Club of Ellicott City

Farmers and Hunters Feeding the Hungry

Interests

Reading

Hiking

Fishing

Baseball

Dogs

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.