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

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
18
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
  • CIMA® Certified Investment Management Analyst®
  • Series 7, 66 Licenses

Education

  • Eastern Michigan University, Bachelors of Business Administration in Economics

Interests

I grew up outside of Detroit, MI in a town called South Lyon. I graduated from Eastern Michigan University with a BBA-Economics and was a letter winner for the Eagles in cross country & track. I am currently pursuing my MBA-Finance from the DePaul Kellstadt Graduate School of Business. My wife Audrey and I live in the Sauganash neighborhood of Chicago. I am a passionate fan of cinema & film, a BMW enthusiast, and a believer in physical fitness, especially CrossFit.

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2020
  • Five Star Wealth Manager, 2021

Previous experience

  • Financial Advisor, Merrill Lynch, Chicago, IL, 2004-2008
  • Financial Advisor, Morgan Stanley, Livonia, MI, 2003-2004

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.