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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.S., 1990, Business Administration, Shippensburg University

Interests

Interests include reading nonfiction works, studying the Civil War, and fishing various waterways throughout the States. I also greatly enjoy spending time with my wife, Rachelle, and our daughter, Lauren, who was born in 1997. I am currently working on writing a book which I hope to have published in the latter half of 2016.

Community participation

Lewistown Borough Council, Councilman (2000-2004), Lewistown, PA

I support Youth Basketball

Awards & recognition

  • Ameriprise Circle of Success, 2005-2008