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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Estate Planning Strategies

Education

  • Bachelor of Science, 1990 Rutgers University New Brunswick, NJ
  • Master of Science, 1996 New Jersey Institute of Technology Newark, NJ

Awards & recognition

  • Ameriprise Circle of Success, 2007,2010,2011

Community participation

  • Fort Mill/Gold Hill Branch YMCA Advisory Board Member 2012 - 2017
  • 2013 Director of Fundraising, Fort Mill/Gold Hill Branch YMCA
  • Chrysalis Autism Center Board Member 2013 - 2016
  • 2013 Director of Fundraising, Chrysalis Autism Center 2013 - 2016

Interests

I lived in Fort Mill until 2019 with my wife and son serving clients primarily in the Carolinas with some throughout the country. I began splitting my time between Louisville KY and the Charlotte Metropolitan area in April of 2019. My main office is located in Fort Mill, SC, 10 miles from Charlotte. When I am not enjoying time with my family I enjoy skiing, boating, whitewater rafting, and hiking.

My photos

1 albums
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