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.
  • Graduated from Saint Anselm College in Manchester, NH where I met my wife Kathleen. We were married in September 2010. In January 2013 we welcomed our first child, Benjamin. We're thrilled to meet #2 in October 2014!
  • 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.

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

9

Awards & Recognition

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

In Naples, FL - Spring 2014

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.