Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

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
38
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

  • A quiet walk on the beach with my wife Marilyn, family and friends.
  • “Anything” that includes spending time with our 3 Adult children and their families.
  • Admiring our now adult children as they grow into amazing young adults.
  • My granddaughter Brooklyn. Anytime! Any Day!
  • Making at least one person happy each day.
  • Running! A few years back, I completed my first half-marathon! Now shorter distances are more my style.

Community participation

FOOD FOR OTHERS: A non-profit organization distributing food within our Northern Virginia community to families in need.

DEVOTION TO CHILDREN: A non-profit organization providing access to high quality educational and childcare programs for children ages six and under from economically disadvantaged families.

FACETS (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 - 2020
  • Ameriprise Circle of Success, 1998 - 2020
  • Five Star Wealth Manager, 2018 - 2020
  • Steven Marshall & Associates, Ameriprise Client Experience Award, 2021
  • Ultimate Digital Excellence Award, 2021

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.