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
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • B.S., Economics, Alfred University, Alfred, N.Y.
  • MSM, Financial Services, American College, Bryn Mawr, Pa.

Awards & recognition

  • Ameriprise Circle of Success, 2017

Professional associations

  • Financial Planning Association

Previous experience

  • Group Vice President, Ameriprise Financial, 1999-2009

Community participation

Habitat for Humanity, Volunteer - on site build, Harrisburg/York Pa.

Financial Planning Association-Past President (2015) Current Board Member

Interests

Spending time with my family

One son - Skylar (CMU Graduate)

Two daughters - Afton (College/Art/Piano) and Falon (Track/Swimming/Piano)

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.