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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Employee Stock Options
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • RFC® Registered Financial Consultant

Education

  • The American College (2012) - CERTIFIED FINANCIAL PLANNER™
  • The American College (2008) - Chartered Retirement Planning Counselor℠
  • Institute of Business and Finance (2004) - Chartered Fund Specialist®
  • Oberlin College, Oberlin, OH (1997-2000) - B.A. Economics

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Circle of Success, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

  • Greater Philadelphia Cares™ - United Way of Southeastern PA
  • MANNA (Metropolitan Area Neighborhood Nutrition Alliance)
  • Philabundance
  • Philadelphia VA Medical Center
  • Saved Me Adoption Center
  • SHARE Food Program

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.