Advisor profile


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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®
  • AAMS™ Accredited Asset Management Specialist™
  • AWMA℠ Accredited Wealth Management Advisor™
  • CFS® Certified Fund Specialist

Education

  • B.A. in Economics, University of Maryland Baltimore County, 1982
  • Certificate: Operations Research, University of Maryland Baltimore County, 1982

Community participation

Rotary Club North, Mechanicsburg PA

Interests

  • My wife Lynn and I especially enjoy being involved in our church, First United Methodist Church, in Mechanisburg PA. On Mondays you'll find us having a group over for Monday Night Dinner, then off to Handbell practice.
  • Go Colts! Okay, I grew up in Baltimore and was a member of the Baltimore Colts Marching Band. My son Shawn and I are huge Indianapolis Colts fans. I love the integrity Tony Dungee had when he was there and Peyton Manning's professionalism as he works so tirelessly to be ready for the next opponent.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.