Advisor profile


My approach

We believe in helping people reach their short-and-long term financial goals by providing a professional and personable service. Through our ability to adapt to each client and tailor their experience we can guide them through difficult life situations and celebrate memorable milestones. This insight enables us to help clients prepare for the expected and unexpected while developing a diversified portfolio that aligns with their risk tolerance, goals and values. Typically, our clients desire to prepare and plan for the future, and we work to help them by providing a personal and goal driven experience. Our greatest passion is helping each client feel more confident, connected and in control of their financial life.

21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFA® Chartered Financial Analyst®

Education

  • Juris Doctorate, California Southern University, Irvine, CA
  • Bachelor of Administration, Finance, Brock University, St. Catharines, Ontario

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success, 2020-2023
  • Forbes Best-in-State Wealth Advisors, 2022-2023

Interests

  • Family
  • Golf
  • Hockey

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.