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

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Family Finances
31
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 1994, Economics
  • Syracuse University, Syracuse,New York

Interests

My wife Jennifer and I have four children, Sydney, Ben, Sam and Anna. Our fourteen-year-old stays active chasing after our two Goldendoodle dogs named Bueller and Seamus. Jen and I like brewing beer as a hobby and my daughter Sydney and I enjoy CrossFit competitions together. My family and I look forward to Whiteface mountain ski trips and our semi-annual vacations on the beaches of North Carolina.

Community participation

My Cadence team volunteers for the 'Hot Lunch' program at Loop Ministries in downtown Rochester, which serves people in and around Rochester's city center who struggle with food insecurity. We donate food and personal products to their food pantry and spend time serving and meeting the meal guests.

I am an active supporter of Catholic Charities and RAIHN.

Ameriprise proudly supports Wounded Warriors Project and Warriors to Work.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2020
  • Ameriprise Chairman's Advisory Council, 2017-2018