Advisor profile


What you can expect when you work with me

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

Areas of focus

  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor SM

Education

  • B.S., University of La Verne, 1998
  • University of Nevada, Reno, 1995-1996
  • Citrus College, Glendora, CA 1993-1995

Interests

Some of my favorite pastimes are cheering for my Steelers, Penguins and Pirates, watching new & classic comedies, dining at "must experience" restaurants and making crowd pleasing entrees. Losing $4 golf balls with friends, visiting family in Pittsburgh and Maryland are still favorites but less frequent as they have been replaced by attending our children's various activities. .

I feel blessed to be able do what I love everyday while working alongside my father, brother and sister; but what bring me the most happiness is raising 3 great children ( David , Jessica , and Matthew ) with my wife Beth of 16 years.

Community participation

I have always enjoyed working in and being a part of the community of La Verne since moving out from Pittsburgh in 1984. I began coaching my brother and sister in youth sports in 1991. As a former 3 sport athlete and draft pick of the Florida Marlins, I have embraced the opportunity to share my knowledge with children through coaching.

I bring a great deal of passion, experience and positive emotion into coaching and recognize children’s success based upon their unique skill set and growth. Teaching kids how to define and handle success/failure requires a delicate balance of patience, persistence and perspective. It is one of my greatest joys.

  • La Verne, CA Little League Coach
  • AVY Youth Flag Football Coach
  • Oak Mesa Elementary, La Verne, CA PTA

Awards & recognition

  • Ameriprise Circle of Success, 2013-2017

Professional associations

  • Financial Planning Association

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.