Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies
  • Insurance
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA, Business Administration, Towson University, Towson, MD

Interests

  • My wife Erin and I have two sons, Jack born in 2011, and Elliott born in 2013.
  • During the Summer I can be found racing sailboats up and down the Chesapeake Bay. I currently race on a Columbia 30 in the Baltimore Harbor. Previously I've raced everything from Lasers to Farr 30s.
  • I enjoy cycling both on and off road. I completed my first century ride in 2003 and now enjoy riding with my whole family.
  • I've experimented with home brewing, pizza making, and always enjoy smoking and grilling on my Big Green Egg.
  • I have played the drums since I was 9 years old and currently play the drums in Bel Air Community Jazz Ensemble.

Community participation

Member of U.S. Sailing

Member of the Bel Air Community Band Jazz Ensemble

Member of the Chesapeake Bay Foundation