Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 and 66 licensed
  • Life, health, and annuity licensed

Education

  • Pennsylvania State University, B.S., 1999

Awards & recognition

  • The Rose/Soranno Wealth Management Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Previous experience

  • Vice President of Wealth Management, Morgan Stanley, April 2009 - July 2018
  • Senior Financial Advisor, Wealth Management, Merrill Lynch & Co. Inc., March 2003 - April 2009
  • Analyst, Merrill Lynch Investment Managers (now BlackRock), Princeton Corporate Campus, NJ, 1999 - March 2003

Community participation

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.