Advisor profile


My approach

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

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Drexel University, Philadelphia, PA - BS - Accounting and Finance

Interests

  • I enjoy spending time with my 24-year-old twins, Anna and Joseph.
  • I love to travel and have plans to visit Italy later this year with my family.
  • I enjoy working out, hiking, and watching sports.

Community participation

Toys For Tots

Paint Your Heart Out Tampa

Feeding America, First Harvest Food Drive

Children's Cancer Center

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2016
  • Ameriprise Circle of Success, 2013-2020