Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Investment Management
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Women's Financial Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, 9,10,66, Life, Accident & Health Insurance License

Education

  • BA in Economics & Management, Ohio Wesleyan University, Delaware, OH, 2008

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2023
  • Five Star Wealth Manager, 2015-2020, 2023, 2024
  • Ameriprise Atlantic Region Elite Advisors, 2015, 2016, 2017, 2018
  • Ameriprise Circle of Success, 2017, 2018, 2021, 2023
  • THE JONES GROUP, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Outstanding Leadership Award, 2021

Previous experience

  • Financial Advisor with The Jones Wealth Consulting Group at UBS Financial Services, 2009-2013
  • Associate, Graduate Training Program, UBS Financial Services, 2008-2009

Community participation

  • Tri-County Scholarship Fund, Parsippany, NJ, Trustee, Board Member, Executive Committee Member
  • St. Paul Inside the Walls, Madison, NJ, Advisory Board Member
  • The Calais Foundation, Whippany, NJ, Trustee, Board Member
  • St. Joseph's Outreach, Parsippany, NJ, Trustee, Board Member

Interests

My wife Mary Jean and I live in Long Valley, NJ with our four children Shepherd, Reagan, Evelyn and Tillman. We spend our summers in Harvey Cedars on Long Beach Island. I am passionate about supporting our community as a Trustee at Tri-County Scholarship Fund, St Paul Inside the Walls & The Calais Foundation.

In my free time, my passions include saltwater fishing and enjoying time in the outdoors. I played 4 years of college lacrosse at Ohio Wesleyan University and enjoy coaching my kids today.

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.