Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

I am married with three boys, twins who are 22 and an 18-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.

Awards & recognition

  • Five Star Wealth Manager, 2016, 2019