Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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


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


  • BS Finance, University of Maryland, College Park 1999

Awards & recognition

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

Community participation


  • 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.