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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21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Sustainable and Responsible Investing

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CLTC® Certified Long Term Care
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Circle of Success, 2023
  • Ameriprise Client Experience Award, 2020-2023
  • Five Star Wealth Manager, 2012-2023

Professional associations

  • Duquesne University - CFP®Advisory Board Member

Honored to receive recognition

I have some good news to share — I’ve won the 2023 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.

Community participation

Our family is always looking for ways to teach our girls how to give back to our community.

Birthday's are a big deal at our house, so when we were introduced to Beverly's Birthdays, an organization that provides "birthday cheer for children experiencing homelessness and families-in-need," we hosted a toy drive to support their efforts.

Evelyn and Ruby love to shop for other children at Christmas time. This year, we're busy stuffing shoeboxes for Samaritan's Purse with Operation Christmas Child.

Interests

  • I met my wife Julie at Ameriprise in 2007. We have two amazing daughters - Evelyn Mary who turned 7 this summer and Ruby Eloise who turned 5 in the spring. The girls are best friends and keep us on our toes!
  • In my spare time, I tinker with photography. Our family enjoys hiking, biking, reading, travel, and exploring museums.
  • My goal: to leave people better than I found them.

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.