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

  • 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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, Series 66 and Life, Health and Annuity

Education

  • Bachelor's of Science at Johnson & Wales University

Interests

  • Quality time with my beautiful wife Erica and my three beautiful children (Daughter-11, Daughter-9 and Son-7)
  • Been teaching and performing Magic for almost 30 years!
  • Tough Mudder and any other races!
  • Exercise/Calisthenics Training
  • Mountain Biking
  • Baseball, Basketball , Fishing
  • Trained to teach culinary arts in multiple cuisines

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

Awards & recognition

  • Ameriprise Circle of Success, 2005,2006,2007,2008,2009,2010,2011, 2012,2013, 2014

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.