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 Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies




  • Rutgers University, BA, 1992, Psychology


I am the father of a wonderful ninth grader named Jackson who loves karate & wood shop. I'm so proud of him!

I like to travel and have a lot of fun attending concerts, especially those that are Grateful Dead related like Phil Lesh & Friends & Phish.

I enjoy fine dining and dancing, the movies and theater, skiing, nature, science, reading, art history and I appreciate the fine arts in general.

My studies of religion have been most rewarding and I have a keen interest in the eastern religions.

I collect music and fine wine, especially vintage port.

I am also a Certified Massage Therapist (non-practicing).

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.