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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Military Financial Advisor
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Social Security Retirement Benefits

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • CMFC™ Chartered Mutual Fund Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CMFA® Certified Military Financial Advisor®

Education

  • Business Administration - Finance, Towson University 1999

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Circle of Success, 2008-2009

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

I am an alumnus of St. Mary's Schools (K-12) and parishioner of St. Mary's Church in Annapolis, MD.

I believe in giving back to the community and making a difference in peoples' lives. I support the following organizations:

  • St. Jude Children's Research Hospital
  • Maryland Food Bank
  • Wounded Warrior Project
  • The Fund for Johns Hopkins Medicine
  • Marine Toys for Tots
  • Feeding America

Ameriprise is pleased to be recognized as a 2022 MilitaryFriendly® Employer by VIQTORY for the eighth consecutive year.

Interests

I was born and raised in Annapolis, Maryland. I now reside just outside of Annapolis with my wife and two children, who are the loves of my life.

When the weather is warm, you will find me on a golf course or fishing on the Chesapeake Bay. I'm a lifelong Baltimore Orioles fan. In the fall, you can find me at M&T Bank Stadium on gamedays cheering on the Baltimore Ravens.

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.