Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies


  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 24 and 66 licensed
  • Life, Accident and Health Insurance licensed


  • Bachelor of Science in Economics, Mount Saint Mary's University, Emmitsburg, MD
  • High School Diploma, Devon Preparatory School, Devon, PA

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 & 2023
  • Ameriprise Circle of Success, 2020 & 2021
  • ABRAMSON, HARTNETT & ASSOCIATES, Ameriprise Client Experience Award, 2020, 2021 & 2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Donating time and money to local and national charities: National Psoriasis Foundation; Mount St. Mary's University Alumni Association


  • I enjoy spending time at my weekend home in Cape May, NJ. I can often be found attending one of the many weekend festivals that go on there throughout the year.
  • I'm a life-long Philadelphia sports fan.
  • Since I have clients scattered about the country, I like to find ways to mix business when I go to visit them. Adding a new adventure or seeing a new part of the world is a bonus as part of having some loyal long-distance clients.
  • Learning about wine is a passion of mine. I find everything that goes into growing grapes and the fermentation process interesting. Every wine has it's own unique personality making it fun to explore.

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.