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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
17
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

Education

  • Lehigh University, Bachelor of Science Degree in Finance

Interests

My first passion in life is my family which includes my wife Emily, son Connor and my daughter Madelyn. One of my personal passions outside of my practice is skiing. My ski club and I travel each year to new mountains all over North America to explore and ride. I am also a member of the National Ski Patrol and an active patroller/volunteer at Bear Creek Ski Resort in Alburtis, PA. I have since expanded my emergency medical training to become a registered Emergency Medical Responder in the state of Pennsylvania. I am currently finalizing my training to complete my Emergency Medical Technician designation as well.

Community participation

  • Big Brothers Big Sisters
  • Lehigh University Alumni Association
  • Volunteer, Macungie Ambulance Corps (trainee currently)
  • Volunteer, Bear Creek Mountain Resort Ski Patrol

Awards & recognition

  • Ameriprise Circle of Success, 2012,2013,2016,2018,2019, 2020

Professional associations

  • Lehigh Valley Chamber of Commerce

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.