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

  • 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




  • B.S. Finance, Clarion University 1997

Awards & recognition

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


  • 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

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.