My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • I am originally from Tiverton, Rhode Island - the oldest of nine children.
  • My wife Kathleen and I met while we were students at Saint Anselm College. We now live in Bedford, New Hampshire with our son Benjamin and daughter Emily.
  • Enjoy travel, concerts, golf, and 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

Experience

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Areas of Focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investments
  • Employee Stock Options
  • Estate Planning Strategies

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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My Photos(2 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.

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