Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®

Education

  • B.S.B., LaSalle University, 1989, Finance & Marketing
  • ChFC®, American College, Bryn Mawr, PA
  • CLU® , American College, Bryn Mawr, PA
  • CFP® , Washington, DC

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2012-2014, 2017-2019
  • Ameriprise Circle of Success, 1997-2023
  • Ameriprise Circle of Success Hall of Fame, 2018

Community participation

Actively involved with and continued corporate sponsor of the Philadelphia Cystic Fibrosis Foundation - Wishes and Dreams

Katie Kirlin Fund for wheelchair athletes - corporate sponsor

  • Bucks County Estate Planning Council
  • Urban Promise Helps young adults with necessary life skills
  • Good Works - Restoring hope for low-income home owners
  • Active within St. Joan of Arc Parish
  • St. John Neumann & Goretti Catholic High School

Interests

  • Spending quality time with my family
  • Traveling the Caribbean
  • I do enjoy playing golf and working out at the gym
  • Volunteering at local food banks twice a year

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.