Advisor profile


My approach

At Ameriprise, our mission is to inform clients about the markets and their options when planning to reach their financial goals. Clients become collaborators in designing, implementing, and maintaining their financial plan. I work with a team of financial advisors and staff each with a particular area of experience, to help clients with personalized advice as they pursue their goals. My team of professionals includes members who focus on everything from retirement, tax and estate planning strategies to insurance and investment management strategies.

30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Employee Stock Options

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Industry Licenses: Series 7, 8, 63 & 65

Education

  • Yale University, New Haven, CT, BA, Biology 1993

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022 & 2023
  • AdvisorHub Advisors to Watch (over $1Bil), 2023
  • Joseph Grund & Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2009-2022
  • Ameriprise Diamond Ring Club, 2013
  • Joseph Grund & Associates, Ameriprise Client Experience Award, 2021

Community participation

Jupiter Country Club, Jupiter, FL

- Golf Member

Interests

  • I like to dine at local restaurants in Palm Beach, Palm Beach Gardens and Jupiter with my wife, Michelle.
  • I like to watch and attend sporting events with the other Ameriprise Financial Advisors in my office.

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.