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
36
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
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Tax Planning Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Education

  • Lehigh University - B.S. Business & Economics, 1984

Awards & recognition

  • Ameriprise Circle of Success, 2020-2021

Community participation

  • I serve as Board Vice President of Lehigh Valley Pocono Health System VNA-Hospice

Interests

I enjoy hiking, riding bike and spending time with my wife and two adult children. We plan many mini vacations together.