Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Insurance
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠


  • B.B.A., University of Notre Dame, 1994


  • My wife Michelle and I have two children, a daughter Alison and a son Michael. Both of our kids are active in sports throughout the year. We also have a black lab named Prints that keeps us busy.
  • My family and I enjoy boating and fishing on Seneca Lake.
  • I am a Sabres, Bills and Yankees fan!

Community participation

  • Alumni- University of Notre Dame
  • Ducks Unlimited- Committee Member & Life Sponsor
  • Oakfield Alabama Dollars for Scholars
  • Leadership Genesee, Class of 2016

Awards & recognition

  • Ameriprise Circle of Success, 2012-2017
  • Ameriprise Client Experience Award, 2020

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.