Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
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
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S. Finance, Clarion University 1997

Awards & recognition

  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Circle of Success, 2012-2021, 2023

Interests

  • Spending time with my wife of 20 years and our three children (Freshman in college at JMU, Junior in High School at USC, and Middle School at USC)
  • Traveling with my family and our friends
  • Enjoy Golfing, running, and the outdoors when not at work
  • Grilling, cooking and entertaining friends and family

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.