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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Intergenerational Planning

Qualifications

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

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021
  • FIVE STAR Wealth Manager, 2012-2022

Professional associations

  • Duquesne University - CFP®Advisory Board Member

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.