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
22
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
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Charitable Giving
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Senior Financial Advisor
  • Bachelor of Arts Degree

Education

  • The College of New Jersey 1997-2001 B.S. Finance

Community participation

Solomon's Lodge No.3 F&AM

Interests

  • I reside in Hamilton, NJ with girlfriend Ashley and two boxer dogs, Mausi and Zeus.
  • Compete in roughly 5-6 triathlons each year and enjoy boxing, spin and racquetball. To date, I have completed over 15 triathlons and participated in numerous running races of varying distance up to full 26.2 mile marathons.
  • Fan of Philadelphia Eagles and Flyers and can often be found at the stadium watching games.
  • Active in my local church and two men's fraternal organizations.

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.