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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15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Family Finances
  • Investments
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPS™ Chartered Retirement Plans Specialist™
  • AWMA℠ Accredited Wealth Management Advisor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Economics, Summa Cum Laude - Susquehanna University, Selinsgrove, PA

Awards & recognition

  • Sylvan Capital Advisors, Ameriprise Client Experience Award, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Sylvan Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

These are several of the organizations and causes I care about:

  • 100 Men Who Care – Lancaster
  • Lancaster Partnership Program Mentor – Millersville University
  • Habitat for Humanity – Foundation Member
  • Neighbors United
  • Lancaster Young Professionals
  • Ameriprise National Day of Service

Interests

  • Education - I am passionate about education and its capacity to effect positive socio-economic change. Formerly, I worked as an instructor for the Dept of Education's PA Migrant Education Program, helping to improve literacy skills of migrant children.
  • Travel - Exploring new horizons helps me continue to expand my own worldview. Some of my adventures include: living in London, taking a road trip through Spain, and hiking along the Great Wall of China.
  • Hiking - This is my outlet for enjoying the outdoors and fostering my appreciation and respect for nature. In 2015, I did a Rim-to-Rim hike through the Grand Canyon.

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.