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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20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Saving for Education

Qualifications

  • Series 7, Series 66 and Life, Health and Annuity

Education

  • Bachelor's of Science at Johnson & Wales University

Awards & recognition

  • Ameriprise Circle of Success, 2010-2014, 2019-2021
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Actively involved with the Wounded Warrior Project by participating in the Tough Mudder five times to date. Raising money for the National Fallen Firefighters Foundation by participating in the Hero's Rush.

  • Wounded Warrior Project
  • National Fallen Firefighters Foundation

Interests

  • Quality time with my beautiful wife and my three beautiful children
  • Been teaching and performing Magic for more than three decades.
  • All types of races (Tough Mudder, Pikes Peak, Army Ten Miler, Parkes Half Marathon)
  • Baseball, Basketball, Off-road Biking, Electric Long Boarding/One Wheel

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.