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
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Small Business
  • Retirement Income Strategies
  • Investment Management
  • Family Finances
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Employee Stock Options
18
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℠
  • AWMA® Accredited Wealth Management Advisor℠

Education

  • B.S. in Financial Management, Minor in Economics, Grove City College, PA

Interests

  • Spending time with my wife, daughter and son
  • Family and friend get togethers
  • Cars, Travel, Redskins and Reading

Community participation

ACTS, Action in Community Through Service

Compassion International

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2020
  • Forbes Best-in-State Wealth Advisors, 2018 - 2020
  • Ameriprise Chairman's Advisory Council, 2019
  • Top Financial Professional, Northern Virginia Magazine, 2011-2020
  • Ameriprise Circle of Success, 2007-2020

Professional associations

  • Prince William County Greater Manassas Chamber of Commerce
  • Leadership Prince William

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!