My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • Grew up in Tiverton, RI - the oldest of nine children.
  • Attended Saint Anselm College in Manchester, NH where I met my wife Kathleen. We now live in Bedford, NH with our son Benjamin and our daughter Emily.
  • Enjoy concerts, golfing, and all Boston sports!

Community Participation

I am an active member in my community and enjoy serving those in need. We are always open to suggestions for new ways to give back to our community.

Ameriprise Financial proudly supports Feeding America and Wounded Warrior Project.

  • Saint Anselm College - Corporate Partners Program
  • Toys for Tots - Donation Site
  • Easter Seals NH - Volunteer
  • New Hampshire Food Bank - Volunteer

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Insurance
  • Charitable Giving

Experience

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Awards & Recognition

  • Ameriprise Mercury Award, 2006
  • Ameriprise Circle of Success, 2007, 2008, 2011, 2013, 2014
  • Protect. Grow. Give®, RiverSource Life Insurance Company 1, 2010 - 2012
  • FIVE STAR Wealth Manager2, 2013, 2014
  • Premier Protection award, RiverSource Life Insurance Company 3, 2014

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
  • Series 7 License - General Securities Representative
  • Series 66 License - Investment Advisory Agent
  • Life, Health & Variable Annuity Licensed
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Education

  • Saint Anselm College, B.A. Business and Financial Economics

Professional Associations

  • Manchester Young Professionals Network

New Clients

Currently, we are accepting new clients by referral only.

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Files for Download

My Videos

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My PhotosShow Thumbnails

Toys for Tots Drive was a success - thanks to all who donated!
Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.