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My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

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Interests

I enjoy golfing, biking, playing tennis, and spending time with family.

Community Participation

Fund-raiser and volunteer for Remembrance Memorial Charitable Trust 2007 - present

www.remembrance-memorial.org

Areas of Focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education

Experience

Qualifications

  • CRPC, Chartered Retirement Planning Counselor
  • Series 7, 66, Life, Accident, & Health
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Education

  • BA - Economics, University of Massachusetts, Dartmouth 2004