Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

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


  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®


  • Bachelor of Science, Accounting, University of Delaware


    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

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.