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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ professional

Education

  • Rutgers University - School of Business - BS, Management

Interests

  • I thoroughly enjoy the adventure and education that world travel provides. Travel has been a passion of mine since participating in a summer work program in London, England during college. I followed that experience with a 7-month solo-backpacking trip of Europe after college graduation. Amazing!
  • I am a fan of football (soccer) and support Liverpool Football Club of the English Premier League. LFC was founded in 1892 and has played at its home pitch Anfield since its founding. Go Reds!
  • My wife Lori & I enjoy the beach and often escape to the SC islands of Seabrook and Kiawah.

Community participation

  • Cell Phones for Soldiers - Our Charlotte office is a proud sponsor of Cell Phones for Soldiers and is an official cell phone drop-off site for the charity. Cell Phones for Soldiers collects used cell phones for recycling. Funds raised from recycling are used to purchase prepaid international calling cards and helps our troops communicate with their loved ones for free. For cell phone drop-off times, please see Office Details for hours.
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly®Employer
  • Financial Planning Association of Charlotte

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.