Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
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
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Five Star Wealth Manager, 2016, 2019
  • Ameriprise Client Experience Award, 2020

Interests

I am married with three boys, twins who are 25 and a 21-year-old. One of my twins, Jeff, has recently joined us in the practice and I couldn’t be happier. In my spare time I enjoy spending time with my family, going to the beach, exercising and getting in a game of golf. I’m also a “car guy” and enjoy attending any local “Cars and Coffee” event.