Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Charitable Giving
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Saving for Education
  • Tax Planning Strategies
19
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
  • CLU® Chartered Life Underwriter®
  • Series 7 and 66 Licensed
  • Variable Life and Health Insurance Licenses

Education

  • Bachelor Degree in Finance, Indiana University of Pennsylvania, 2002

Interests

  • Kayaking along Pictured Rocks National Lakeshore, hiking and viewing waterfalls.
  • Finding new restaurants
  • In my spare time I enjoy golfing with friends
  • I enjoy traveling to Knoxville, TN to visit my parents and sister. Also, to Sandestin, FL for some relaxing days at the beach.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2019, 2020, 2021