Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies

Education

  • Drexel University, Philadelphia, PA - BS - Accounting and Finance

Awards & recognition

  • Ameriprise Circle of Success, 2013-2023
  • Ameriprise Chairman's Advisory Council, 2016

Community participation

Toys For Tots

Paint Your Heart Out Tampa

Feeding America, First Harvest Food Drive

Children's Cancer Center

Interests

  • I enjoy spending time with my 24-year-old twins, Anna and Joseph.
  • I love to travel and have plans to visit Italy later this year with my family.
  • I enjoy working out, hiking, and watching sports.

My photos

4 albums
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