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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Investments
  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Small Business
  • Cash Flow Management Strategies
  • Charitable Giving
  • Investment Management
  • Insurance
  • Retirement Income Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
36
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
  • FINRA licenses: Series 6, 7, 63, 65,
  • Life, Accident and Health
  • Ameriprise Private Wealth Advisor

Education

  • Bachelor of Science - Behavorial Management, Shippensburg University
  • College for Financial Planning, Denver Colorado

Interests

  • Helping others find their passion and guiding them towards achieving their happiness.
  • My Passion: Spending time with my wife Marilyn and our 3 children.
  • Relaxing at the beach with family and close friends.
  • I enjoy making at least one person happy each day.
  • My interests include all outdoor activities to include sailing, off-shore fishing, skiing, traveling, reading, fine food and volunteer activities.

Community participation

Devotion To Children, an organization providing access to high quality educational and childcare programs for children ages six and under from economically disadvantaged families.

FACETS volunteer (Fairfax Area Christian Emergency and Transitional Services): a non-profit organization providing comprehensive programs & services, including supportive housing, basic needs & emergency assistance, educational programs, eviction prevention services, medical outreach, and counseling.

Awards & recognition

  • Ameriprise Diamond Ring Club, 2012 - 2019
  • Ameriprise Circle of Success, 1998 - 2019
  • Five Star Wealth Manager, 2018 - 2019