Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Bachelor of Science in Finance from The Pennsylvania State University

Education

  • Bachelor of Science in Finance from The Pennsylvania State University

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!

Community participation

  • Leukemia & Lymphoma Society Volunteer

Awards & recognition

  • Ameriprise Circle of Success, 2013