Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 & 66 Licensed
  • Life, Health, and Variable Annuity Licensed

Education

  • BS Bachelor of Science, Finance, Ithaca College, Ithaca, NY

Interests

While attending Ithaca College, I met my wife Aubrey and we got married on September 14th, 2008 .

We were overjoyed to have the birth of our first daughter Pieper on June 26th, 2010 . Shortly after we were surprised to find out that we were expecting our second child. We welcomed Emersyn on October 7th, 2011. Our son, Chatham was born August 5, 2014.

As my family grows we take every opportunity to spend time together. When we aren't playing at the beaches we are BBQing in the back yard.

When I have some free time I can be found golfing on any of the local courses.

Community participation

  • Christ Church Parish Day School - Board Member 2013-2015
  • Everybody Wins! - Volunteer Reader 2007-2011

Awards & recognition

  • Five Star Wealth Manager, 2012-2016
  • Protect. Grow. Give.®, RiverSource Life Insurance Company , 2013
  • Ameriprise Circle of Success, 2013

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.