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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CMFC™ Chartered Mutual Fund Counselor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFP® CERTIFIED FINANCIAL PLANNER™ professional

Education

  • Alma College, BS, Business Administration, BA, English 1992

Awards & recognition

  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Circle of Success, 2012-2022
  • Graybill Financial Group, Ameriprise Client Experience Award, 2021-2022

Community participation

A Sponsor and Participate of the 11th Annual Downingtown STEM Academy Home and School Association “Fore the Kids” Golf Outing

  • Downingtown STEM Academy Home and School Association

Interests

  • I enjoy spending time with my wife and three children.

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.