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
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
17
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
  • CLTC® Certified Long Term Care®
  • LUTCF Life Underwriting Training Council Fellow

Education

  • MS Management, Polytechnic Institute of Technology
  • BS Chemical Engineering, Drexel University

Interests

Hiking, walking, cooking, entertaining, ballet, biking, spending time with family.

Community participation

Active member of Southside Business Men's Club.

  • Southside Business Men's Club

Previous experience

  • MetLife, 2003 - 2016