Advisor profile


What you can expect when you work with me

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.

Get started
24
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.