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

  • 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
21
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, Philadelphia Magazine 2012-2017

Previous experience

  • Research Associate, Federal Reserve Board, Cleveland, OH, 2000
  • Summer Associate, FDIC, San Francicso, CA, 1999
  • UBS Wealth Management USA (formerly Paine Webber Group), New York, NY, 1998

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.