Advisor profile


My approach

I care about what’s important to you

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 Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
22
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
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor of Science, West Chester University, 1995

Interests

Spending time with my wife Caroline and our children Michael, Nicholas, Christopher, & Elizabeth

Participating in triathlons

Community participation

Coach of Brandwine Little League since 2011

Annual sponsor of the Goodwill of Delaware Scholarship Fund

Awards & recognition

  • Ameriprise Circle of Success, 2006-2018