Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Investments
  • Wealth Preservation Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist

Education

  • Bachelor of Science in Consumer Affairs from Ohio State University

Interests

  • Traveling with my family
  • Coaching high school boys volleyball
  • Cycling
  • Volleyball
  • Reading

Community participation

  • Youth boys basketball coach
  • Youth boys volleyball coach
  • Pennsylvania Volleyball Coaches Association (PVCA) member
  • The Northeastern Foundation

Awards & recognition

  • Ameriprise Client Experience Award, 2020