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

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
33
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
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CRPS® Chartered Retirement Plans Specialist℠

Education

  • B.S. Economics, History Minor, University of Delaware, Newark, DE, 1988

Interests

  • Until the fall of 2009, I was an avid runner but after suffering a severe ankle sprain my focus shifted to Ice Hockey where I try to play at least twice a week. While my game is continuously improving, it is a challenge since not only does one have to skate well but also it is important to develop what I would describe as a solid "hockey intelligence" to have a chance of making an impact on the ice.
  • We have for the most part (does it ever really end?) restored our historic home in Philadelphia.
  • I am passionate about woodworking, painting and found sculpture.
  • We absolutely love all of our wonderful kitties who liven up our home.

Community participation

Volunteer coach for Ed Snider Youth Hockey Foundation

Volunteer at Rizzo Rink

Queen Village Neighbors Association

Pennsylvania Horticultural Society

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2021
  • Ameriprise Circle of Success, 2013
  • Ameriprise Client Experience Award, 2020, 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.