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
38
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
  • Wealth Preservation Strategies
  • Divorce Financial Planning
  • Investment Management
  • Cash Flow Management Strategies
  • Investments
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 8 - General Securities Sales Supervisor Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • Bachelor of Science, Medical Technology, University of Maryland Medical School, 1981

Awards & recognition

  • Ameriprise Circle of Success, 2020

Previous experience

  • Senior Vice President, Wealth Management, Merrill Lynch Wealth Management, Annapolis, MD, 1986-2019

Community participation

  • Chairman of Luminis Health Anne Arundel Medical Center Foundation Board
  • Archbishop Spalding High School
  • Big Brothers and Big Sisters of Central Maryland
  • Anne Arundel County Police and Fire Pension Committee
  • Archdiocese of Baltimore
  • Baldwin United Methodist Church

Interests

My interests include biking, golf, basketball officiating, gardening, reading and spending time with my wife, Rita and our five children. I'm also involved in a variety of philanthropic activities.

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.