My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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28
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
  • Retirement Income Strategies
  • Saving for Education
  • Financial Planning for Small Business
  • Estate Planning Strategies

Education

  • Bachelor of Science, 1990 Rutgers University New Brunswick, NJ
  • Master of Science, 1996 New Jersey Institute of Technology Newark, NJ

Awards & recognition

  • Ameriprise Circle of Success, 2007,2010,2011

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Fort Mill/Gold Hill Branch YMCA Advisory Board Member 2012 - 2017
  • 2013 Director of Fundraising, Fort Mill/Gold Hill Branch YMCA
  • Chrysalis Autism Center Board Member 2013 - 2016
  • 2013 Director of Fundraising, Chrysalis Autism Center 2013 - 2016

Interests

I lived in Fort Mill until 2019 with my wife and son serving clients primarily in the Carolinas with some throughout the country. I began splitting my time between Louisville KY and the Charlotte Metropolitan area in April of 2019. My main office is located in Fort Mill, SC, 10 miles from Charlotte. When I am not enjoying time with my family I enjoy skiing, boating, whitewater rafting, and hiking.

My photos

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