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

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Small Business
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • LUTCF Life Underwriting Training Council Fellow
  • AAMS® Accredited Asset Management Specialist℠
  • CLTC® Certified Long Term Care®
  • CLU® Chartered Life Underwriter®

Interests

When not working with clients I enjoy the natural beauty of Warren County with friends and family.

Community participation

  • Past President Blairstown Rotary Club.
  • Blair Academy Parent Volunteer
  • Supporter TCMC - The Commonwealth Medical College, Scranton PA
  • “For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.
  • Fordham University - Global Outreach Supportor
  • Lehigh University Crew - Parent Volunteer
  • Phoebe Ministries Supporter

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Professional associations

  • Greater Middlesex/Somerset Estate Planning Council
  • Financial Planning Association of New Jersey
  • Somerset County Business Partnership

Previous experience

  • Vice President - Wealth Management, Merrill Lynch, Chester, NJ, 2007-2012

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.