Advisor profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Employee Stock Options
  • Small Business
  • Domestic Partner Planning


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance


  • Pennsylvania State University

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Circle of Success Diamond Ring, 2019

Community participation

South Jersey Chamber of Commerce


  • Fitness Training / Cooking (nutritionally balanced foods)
  • Work out 3 days /week. Time frame - 45 minutes to 1.5 hours. In addition to physical conditioning, maintaining a balanced food intake is critical to a healthy lifestyle.
  • Home Design and Remodeling
  • I do all of the design work with input from Michele. I meet with a contractor to determine what can and cannot be done. We agree on price and time and begin.
  • Golf
  • I am always the worst golfer on the course. Just enjoy doing it.
  • Travel
  • This country is endless. See as much as possible.

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.