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

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Towson State University

Interests

  • Spending time with family and friends
  • Watching or participating in sporting events, especially baseball and football
  • Coaching my SC Bulldogs baseball team and clinics
  • Growing the Slim's Chance Foundation

Community participation

  • Volunteer coach for youth football and baseball
  • Volunteer for Delaware National Guard and Reserve Emergency Assistance Fund (DNGREAF)
  • Volunteer for Homes for Troops
  • Founder of SLIM'S Chance, a non-profit created to help children 0-18 when they lose a parent due to traumatic illness or sudden death.

Awards & recognition

  • Ameriprise Circle of Success, 2009-2020
  • Ameriprise Atlantic Region Elite Advisors, 2014-2016

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.