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
27
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
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Investments
  • Insurance
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Pittsburgh, Bachelors of Science, Mathematics

Awards & recognition

  • Ameriprise Circle of Success, 2018-2023
  • Gaskey & Associates, Ameriprise Client Experience Award, 2022-2023

Community participation

I feel that there is nothing more important than being involved in and giving back to your community. Communities are built by neighbors helping neighbors and a strong resolve to come together as one. Whether I can achieve that by donating my time to the local food bank, helping the United Way with their ongoing mission, or simply supporting a local Little League team, I will continue to be involved for the benefit of all.

Interests

  • I enjoy anything to do with the outdoors!
  • My passions are hunting, fly fishing, sporting clays, cycling, skiing, and snowmobiling.
  • What I enjoy most is sharing in these activities with my wife, Christine and our two daughters Kaitlyn and Lindsey.

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.