Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist

Education

  • BS Finance, University of Maryland, College Park 1999

Interests

· In my spare time I love staying active. I enjoy playing basketball and golf, as well as working out at the gym on a regular basis. In 2008 I completed my first and only full marathon. While I have told many that I will never run again unless being chased, I often dream about marathon number two.

· I am an avid fan of the Boston Red Sox, Celtics, and University of Maryland basketball and football programs. I also enjoy traveling within the country as well as abroad as often as possible.

Community participation

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • FIVE STAR Wealth Manager, 2012-2016, 2018, 2019, 2020
  • Hartford Business Journal 40 under 40 Award Recipient, 2014

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.