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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Small Business
  • Domestic Partner Planning

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Financial Planning Association


I enjoy Sea Kayaking, Travel (Domestic and International)

cooking, the wide world of wines, Chess and most

of all, doing what I can to help maintain my wife and son's

ongoing happiness and quality of life.