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

Areas of focus

  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Domestic Partner Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor SM

Awards & recognition

  • Monument Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Forbes Best-in-State Wealth Advisors, 2022-2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2009, 2011-2014, 2017-2020

Community participation

  • Board Member - The Wilma Theater
  • Vice Chair & Board Member - The Philadelphia Boys & Girls Choirs

Interests

  • I think travelling is one of life's best pleasures
  • I have been skiing since I was 6
  • I am a former D1 college rower
  • I enjoy cooking, dining out, and learning about wine

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.