Advisor profile


RidgePoint Financial Partners™ Mission Statement

RidgePoint Financial Partners™ strives to help our clients and their families turn dreams into reality through an ongoing financial advice relationship and goal-based asset management. We provide a high quality, caring experience based on our integrity, collective wisdom, and commitment to service. We plan for the future, while balancing the needs of today. Our goal is to encourage financial health, happiness and confidence at all stages of life by taking a comprehensive approach to make sound decisions.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Cash Flow Management Strategies
20
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA® Certified Divorce Financial Analyst®
  • CLTC® Certified Long Term Care®

Education

  • B.S., Business Administration and Public Administration, Saint Joseph's University, Philadelphia, PA

Interests

  • Spending time with my family and friends
  • Volunteering for youth sports in Bucks County particularly Warrington Township and Warwick Township
  • Volunteering in the broader community, spending time outdoors, and music
  • I'm a fan of all things Philadelphia - history, food, sports, etc.

Community participation

  • St. Joseph St. Robert School Advisory Board, Chairman, Warrington, PA
  • National Eagle Scout Association, Life Member
  • Boys & Girls Clubs of Philadelphia, Alumni Hall of Fame Inductee 2011
  • Warwick Township Baseball, Jamison, PA - Board Member

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022
  • RidgePoint Financial Partners, Ameriprise Client Experience Award, 2020-2021
  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2011, 2012, 2014, 2019, 2020, 2021
  • Better Business Bureau Accredited, 2011-2022

Professional associations

  • Certified Financial Planner Board of Standards Inc.
  • Financial Planning Association
  • Lower Bucks County Chamber of Commerce
  • Newtown Business Association
  • Philadelphia Estate Planning Council

What's in a name?

Our team name, RidgePoint Financial Partners™, has a profound meaning for us. The “Ridge” is the narrow part of a mountain and requires careful navigation; this was symbolic of the goals we help our clients achieve- like retirement or education, for example. The “Point” is an actionable word; we help “Point” our clients in the right direction on their journey to the “Ridge”, the goal. “Financial Partners;” we will work with you in your quest to achieve your financial goals and here to help you in whatever way we can. The word “partner” is defined: a person who takes part in an undertaking with another or others. We are on this journey together and glad to be with you every step of the way.

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.