Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Family Finances
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, 63, 65, Life, Accident, and Health

Education

  • Central Bucks East High School
  • Pennsylvania State University, 1984, BS Computer Science

Interests

  • Spending Time With My Family
  • Golf
  • Philadelphia Sports Fan - Go Penn State Football!
  • I Love My Dogs, Winston and Barkley
  • Going Down the Jersey Shore
  • Landscaping and Gardening
  • Youth Basketball Coach

Community participation

Ameriprise National Day of Service

Youth Sports Mentor

Mision Santa Maria