Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • ChSNC® Chartered Special Needs Consultant®
  • AIF® Accredited Investment Fiduciary®
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • AAMS™ Accredited Asset Management Specialist™

Education

  • Bachelor of Arts, Franklin & Marshall College, Lancaster, PA, 1984

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2019-2024
  • Sylvan Capital Advisors, Ameriprise Client Experience Award, 2022
  • Sylvan Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • AdvisorHub Fast Growing Advisors to Watch, 2023
  • Forbes Best-in-State Wealth Advisors, 2019-2023
  • AdvisorHub Next Gen Advisors to Watch, 2023
  • Ameriprise Circle of Success, 2014 - 2022
  • Ameriprise Chairman's Advisory Council, 2020-2022

Honored to receive recognition

My team and I are committed to helping our clients with their financial goals, both today and tomorrow. Barron's has recognized this dedication by including me on their 2024 Top 1,200 Financial Advisors list. I'm honored, and I'd like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing to work together!

Community participation

Boy Scouts

Interests

I enjoy hiking, climbing, skiing, and scuba diving.

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.