Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Family Finances
  • Insurance
23
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

Education

  • Bachelor of Science, Accounting, University of Delaware

Interests

    My wife, Erika, and I met in high school at St. Elizabeth's and recently celebrated our 20th wedding anniversary. Our three girls Ella, Lea and Kayla keep us busy with their many interests and activities.
    I also love outdoor activities, especially biking, hiking, running and fitness, as well as paddle boarding and SCUBA diving.

Community participation

Every member of our team finds it important to volunteer their time and talents to a variety of local organizations and causes including:

  • The Cystic Fibrosis Foundation
  • Little Smiles of Philadelphia
  • Christiana Care's Annual Medicine Ball Fundraiser
  • Children & Families First of Delaware
  • The Food Bank of Delaware

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2015
  • Ameriprise Circle of Success, 2007-2019
  • Ameriprise Diamond Ring Club, 2016