Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, Communications, George Mason University, Fairfax, Virginia

Interests

I live in Bristow, VA with my wife, Jaime, and our 2 daughters. I enjoy cooking for friends and family and traveling when time permits. I also enjoy playing golf in my free time with Bull Run being my favorite area course.

Community participation

Azalea Charities, Inc. - Board Member

Azalea Charities, Inc. is an all-volunteer non-profit organization that raises funds to support a dual mission. We focus on Aid for Wounded Warriors and youth and special needs projects in our local Northern Virginia area. 100% of donations go to causes that make a difference in the lives of those in need.

Historic Manassas, Inc. (HMI) - Board Member

Historic Manassas, Inc. is a 501(c) (3) charitable, non-profit corporation funded by private donations and the City of Manassas. Since Feb. 1986, Historic Manassas, Inc. has been leading the revitalization and promotion of Historic Downtown Manassas.

Awards & recognition

  • Ameriprise Circle of Success, 2019-2020

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.