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
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 Planning Strategies
  • Saving for Education


  • B.B.A. Finance, 1983 - University of Notre Dame

Previous experience

  • Associate Vice President, Dean Witter Financial Services, Inc., 1984-1994
  • Vice President-Investments, UBS, 1994-2009

Community participation

"Ameriprise proudly supports Wounded Warrior Project and Warriors to Work."

  • St. Luke's Knights of Columbus


I enjoy playing racquetball and golf. I also like to watch sports of all kinds, especially Notre Dame football.

I also enjoy watching my 2 daughters participate in sports including soccer, volleyball, and tennis.