Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
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

  • University of Baltimore, Masters, Business Administration with a specialization in Finance

Interests

When I'm not working, I enjoy spending time with my wife Kim, and our daughter Kaila. We love visiting Sarasota, FL to watch Orioles Spring Training. Here's a few other facts about me:

  • Third Degree Black Belt in Tae Kwon Do (November 20th, 2016).
  • Blue Belt in Jiu-Jitsu, Stripe One Test passed (November 29, 2017).
  • Blue Belt in Jiu-Jitsu, Stripe Two Test passed (April 7, 2020).
  • Gracie University of Jiu-Jitsu Level 1 Instructor (July 18, 2020).
  • Parishioner at St. John's The Evangelist in Severna Park, Maryland.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

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.