Advisor profile


My approach


I work with busy, hard-working individuals like you who value informed financial planning and wealth management strategies. I help my clients manage multiple goals and handle complex financial situations and I can do the same for you. I follow a process that involves getting to know you and your goals and your values and designing a financial plan that suits your unique needs. Once that plan is in place, I help you track your progress and update your plan so you can focus on living and enjoying your life.

Whether you are saving for retirement, education or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I take the time to listen to you and understand your goals and dreams. I can help you build a plan to get back on track toward reaching them. Working together, I will look to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, I can help bring your dreams more within reach.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
23
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
  • CFS® Certified Fund Specialist
  • AAMS® Accredited Asset Management Specialist℠
  • BFA™ Behavioral Financial Advisor™

Interests

In my free time I love to spend time with family and friends. I also really enjoy playing the drums; serving on our local church’s music ministry and playing at venues and private events with my band. I have also had the honor to be the session drummer for several different independently distributed CDs.

My wife, Kristin, and I reside in southeastern Pennsylvania with our son, Trevor, and our labradoodle. We both actively serve in our church, ValleyPoint, in Glen Mills. We enjoy spending much of our "downtime" at the beach.

Community participation

United Way of Delaware, Board of Directors

ValleyPoint Church, Volunteer Worship Musician

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2021
  • Five Star Wealth Manager, 2012-2020
  • Ameriprise Circle of Success, 2000-2020
  • Ameriprise Diamond Ring Club, 2011

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.