Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

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

Education

  • BS Finance, University of Maryland, College Park 1999

Awards & recognition

  • Ameriprise Circle of Success, 2023
  • The OakBridge Group, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2022, 2023
  • Five Star Wealth Manager, 2012 - 2016, 2018 - 2023
  • Hartford Business Journal 40 Under 40, 2014

Community participation

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.
  • As a father of three young boys, life at home can get crazy. I enjoy coaching their sports teams and living vicariously through their limitless bounds of energy.

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.