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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®
  • AEP® Accredited Estate Planner®

Education

  • University of Delaware - Lerner College of Business and Economics BA, Finance

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Circle of Success, 2009, 2014, 2016, 2017
  • Point To Point Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Point To Point Wealth Planning, Ameriprise Client Experience Award, 2022-2023

Professional associations

  • Estate Planning Council of Delaware

Point to Point Wealth Planning Mission Statement

Improving lives through collaboration to forge your future with purpose.

Interests

I spend as much time as I can with my wife, Mary Beth, and our two children, Katherine and Chris.

I enjoy exercising, travel, and working on my To Do List for Life.

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.