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
29
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
  • Social Security Retirement Benefits
  • Investments
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Master of Business Adminstration, 1992, Bryant University, North Smithfield, RI
  • Bachelor of Science, Electrical Engineering, 1983, University of Massachusetts, North Dartmouth, MA

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Circle of Success, 2020, 2022
  • Five Star Wealth Manager, Washington state, 2020-2023

Previous experience

  • Electrical Engineer, Department of Defense - Navy, 1983 - 1994

Community participation

  • I support Island Volunteer Caregivers of Bainbridge Island

Interests

  • Chartered Market Technician (CMT) - earned in 2014
  • Woodworking
  • Playing electric guitar in my country/blues band, The Water Street Boys
  • Traveling
  • Health and fitness

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.