Advisor profile

What you can expect when you work with me

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.

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


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


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

Awards & recognition

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

Community participation

Dane, Edward, Bill, Cath, Nicole and Jason
Dane, Edward, Bill, Cath, Nicole and Jason

On November 2, 2023 our team participated in Ameriprise Financials' National Day of Service. As a team we volunteered at Rescue Village in Novelty Ohio.


I enjoy spending time with my wife, Elise, my three children, Brennan (11), Cameron (9) 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.

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.