Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Cash Flow Management Strategies
  • Employee Stock Options
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Science, Industrial and Labor Relations - Cornell University Ithaca, New York

Interests

  • Running marathons - I have completed the New York City Marathon, and plan to compete in the Marine Corps Marathon
  • Spending time with my wife, Lisa, our three daughters, Lily, Lola, and Lucy, and son Robert IV
  • Winemaking
  • Travelling

Community participation

Robert E. and Lisa A. Saunders III Scholarship at Cornell University

Founding Member, Building Traditions Society - Anne Arundel Medical Center Foundation

Volunteer, Cystic Fibrosis Foundation

Coach, Annapolis Soccer Club / Broadneck Area Youth Soccer

Ameriprise proudly supports Wounded Warrior Project and Warriors To Work

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Awards & recognition

  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2011 - 2012, 2017, 2019 - 2021

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.