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.

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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
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Small Business
  • Saving for Education


  • CRPC™ Chartered Retirement Planning Counselor™


  • Marist College, 2004

Awards & recognition

  • Ameriprise Circle of Success, 2022

Professional associations

  • Empire Networking Group (ENG)
  • Financial Planning Association (FPA)

Community participation

  • Board member for Easter Seals Albany
  • Member of the Metropolitan Sports Committee
  • Member of Ace Motocross Club
  • Athens Youth Softball Organization


  • I've raced motocross since I was 5 years old
  • My wife and I watch on average about 2-3 movies a week
  • I have been collecting Michael Jordan cards since I was 9
  • Most of my free time is spent with my wife, 2 daughters, and my son

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.