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
28
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
  • Cash Flow Management Strategies
  • Family Finances
  • Investments
  • Saving for Education
  • Estate Planning Strategies
  • Insurance

Education

  • Colgate University, Hamilton NY

Awards & recognition

  • Five Star Wealth Manager, 2013-2024
  • Murray & Stewart Financial Group, Ameriprise Client Experience Award, 2021-2022

Community participation

Active in my church and son's Boy Scout Troop.

Interests

  • Golfing with my two teenage sons.
  • Pickleball, bowling, boating and fishing with family and friends.
  • Collecting baseball cards and sports memorabilia.

My photos

2 albums
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