Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
26
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®
  • AEP® Accredited Estate Planner®

Education

  • University of Delaware - Lerner College of Business and Economics BA, Finance

Interests

I spend as much time as I can with my wife, Mary Beth, and our two children, Katherine and Chris.

I enjoy exercising, travel, and working on my To Do List for Life.

Awards & recognition

  • Five Star Wealth Manager, 2012-2017
  • Ameriprise Circle of Success, 2009, 2014, 2016, 2017

Professional associations

  • Estate Planning Council of Delaware
  • Wilmington Tax Group
  • Financial Planning Association