Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

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

Education

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

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

Community participation

Volunteer - Misty Manor Horse Rescue

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.