Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CFS® Certified Fund Specialist

Education

  • Bachelor of Arts Degree in Economics & Finance, York College of Pennsylvania

Interests

  • Family - I enjoy spending time with my family. I have a wonderful wife named Sue and two beautiful children named Lily and Sean.
  • Pets - I have a passion for Labrador Retrievers. We currently have a Yellow Lab named Chewy.
  • Traveling - I love to get away and spend time with my family. We especially love to go to the beach.
  • Sports - I help coach my children's sports teams. I also love to play and watch sports. My favorite sports to play are Golf, Soccer, and Basketball. I also enjoy skiing. I am a very passionate NY Jets, NY Yankees, Notre Dame Football, New Jersey Devils Hockey, Seton Hall Basketball, and Penn State Football fan.

Community participation

  • Youth Soccer Coach for the Panthers United Soccer Association
  • Youth Baseball Coach for York Little League
  • Youth Basketball Coach for Manchester Township
  • Walk for the PKD (Polycystic Kidney Disease) Foundation