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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Charitable Giving
  • Saving for Education
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER Practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Life Sciences, University of Maryland, College Park, MD

Interests

When I'm not in the office, I am usually spending quality time with my family. My wife, Meredith, and I have three kids; Jake, Mason, and Ellie. We are always looking forward to our next family vacation together. We love being outdoors; golfing, hiking, or skiing.

Originally from Baltimore, I am a life long DC/Baltimore sports fan. I enjoy watching my Ravens, Orioles, Caps, and Terps play.

Community participation

I am a long-time coach for BCC Baseball and Montgomery County youth basketball.

Awards & recognition

  • Ameriprise Circle of Success, 2016, 2017

Professional associations

  • Financial Planning Association

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.