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
20
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
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®

Education

  • M.B.A. from Clarion University of Pennsylvania
  • B.S. in Finance from Clarion University of Pennsylvania

Awards & recognition

  • Ameriprise Client Experience Award, 2020 - 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023
  • Five Star Wealth Manager, 2013 - 2024

Previous experience

  • Financial Advisor, Edward Jones Investments, 2004-2011

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

First Tee of Charlotte

Clarion University Alumni Association

Second Harvest Food Bank

Friendship Trays

Financial Matters Program

Interests

My wife, Karissa, and I live in Dilworth with our dog, Bogey. Together we enjoy playing golf, biking around town, hiking, trying new restaurants and live music. On weekends we'll often take road trips to check out all the amazing places the Carolinas have to offer - Pinehurst and Folly Beach top our list. Most of all our favorite thing is simply spending time with our families and watching our three nieces grow up.

Born and raised outside of Cleveland, Ohio I've been a tortured sports fan my whole life. While I still root for my hometown teams, I've grown to love the Panthers, Hornets and Charlotte FC.

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.