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
24
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
  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • University of Virginia, B.A. Psychology 1998

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2013-2023

Community participation

Our practice actively provides financial assistance to the following organizations:

Interests

My wife, Jane, and I have been married 20 years and have two children, Owen (16) and Kit (13). Family time and family vacations are very important to us as we value not only the minutiae of the day-to-day activities but also the larger experiences that provide lasting memories.

I am an avid UVA sports fan and attend football, basketball, and baseball games whenever possible.

Coming from a family of teachers, I have a unique perspective on education.

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.