Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Investments
20
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
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science, Business Administration, Longwood University, 2000

Interests

I am married with two wonderful kids. As a family, we enjoy spending time together going to the shore during the summer and traveling to visit family and friends.

My wife and I have been married for 12 years and together for 20 years.

My kids are active in sports and I enjoy helping coach their soccer and baseball teams.

I also enjoy running and have finished 5 marathons since 2008.

Community participation

Board member for the Delta Outreach & Education Center, Inc.

Coach of youth soccer team.

Awards & recognition

  • Five Star Wealth Manager, 2015-2016