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

  • 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
  • Insurance
  • Estate Planning Strategies
22
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
  • 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

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

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2020-2021

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.