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
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
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies


  • Series 65 -Uniform investment advisor law exam
  • Series 63 -Uniform securities agent state law exam
  • Series 7 -General securities representative exam


  • Bachelor of Business, Economics, Cornell University, Ithaca, New York

Awards & recognition

  • Ameriprise Circle of Success, 2019-2023
  • Smith Advisory Group, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Edward Jones financial advisor, 1991 -2019


I enjoy world travel and history, with extra interest in WWII history. My wife and I enjoy spending time with our 5 grown children.