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
20
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Finance, Pennsylvania State University, State College, PA

Interests

I enjoy spending time with my wife, Elise, my three children, Brennan (9), Cameron(7) and Augus (dog).

I enjoy playing ice hockey, golf and mountain bike riding when there is available time due to coaching my kids’ soccer and baseball travel teams. I am an avid reader and listener of fiction books, including mystery and action novels. We vacation to Disney World each year and have been over 20 times.

Awards & recognition

  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021

Experience

I began with Ameriprise (then American Express Financial Advisors) in 2002 in the Conshohocken (Philadelphia) office. I was promoted to District Manager in July 2004 in Columbia, MD, then to Field Vice President in Westlake, Ohio in July 2007. I rejoined Ameriprise in February 2021 after spending 12 years at 1st Global/Avantax as the Director of Financial Services.