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
26
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
  • Saving for Education
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Investments
  • Investment Management
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance
  • Family Finances
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Business Retirement Plans
  • Small Business

Qualifications

  • Bachelor of Science in Finance from The Pennsylvania State University

Education

  • Bachelor of Science in Finance from The Pennsylvania State University

Awards & recognition

  • Ameriprise Circle of Success, 2013

Community participation

  • Leukemia & Lymphoma Society Volunteer

Interests

  • I enjoy kayaking, fishing and skiing.
  • I also enjoy wood working and traveling the world experiencing new cultures.
  • My love is spending time with my wife, daughter and my work!