Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63, 65, 66, and 31
  • Life Insurance, Long-Term Care Insurance, Accident & Health Insurance Licensed
  • CLTC® Certified Long Term Care®

Education

  • Goucher College Towson, MD - Bachelor of Arts: Business Management & Finance

Interests

    In my free time I enjoy spending time with my wife Lauren and our son's Andrew & Bradley. We enjoy spending time with our extended family, nieces and nephews, and our horse, Peanut. When I am not spending time with my family, I am out riding Peanut.
    We spend lots of time visiting family in New York.

Community participation

Volunteer - Misty Manor Horse Rescue

Awards & recognition

  • Ameriprise Circle of Success, 2011 - 2012, 2014-2019
  • Protect. Grow. Give.®, RiverSource Life Insurance Company , 2012
  • Atlantic Region Elite Advisor Award , 2014-2017

Previous experience

  • Investment Advisor - Merrill Lynch, 2000-2003