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
  • Tax Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
19
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
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Master of Business Administration, Clarkson University, Potsdam, New York
  • Master of Science, Taxation and Financial Planning, Widener University, Chester, Pennsylvania
  • Bachelor of Science, Accounting and Communications, Muhlenberg College, Allentown, Pennsylvania

Interests

In my free time, I enjoy spending time with my family and my two children. I also coach my son's club soccer team and enjoy physical activity. I also perform live music - both percussion and vocals!

Community participation

Volunteer Coach and Manager with South Parkland Youth Association Soccer Club Team - SPYA 2009 Trojans