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

  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving
  • Small Business


  • CPWA® Certified Private Wealth Advisor®
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • Chartered Financial Consultant
  • Chartered Life Underwriter


  • Bachelor of Arts degree in Communications Studies, Oswego State University, 1982
  • Masters degree in Business Administration, marketing, Clarkson University, 1983

Professional associations

  • Oswego Rotary Club
  • Financial Planning Association

Community participation

I believe strongly in investing in my community and so volunteer with several local organizations to assist them in fulfilling their mission to positively impact our community. I am a member of and serve on the Board of Directors for the Oswego Rotary Club. My wife and I have served New Covenant Community Church for over thirty years in many capacities and I currently serve as an Elder and treasurer for our church organization. I also serve as co-chairperson of Leave a Legacy of Oswego County and as the vice-chair for the Oswego County Community Foundation leadership council.


  • I enjoy home improvement projects and gardening.
  • My wife Kate and I enjoy traveling adventures together.

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.