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.
  • Enjoy concerts and comedy shows, golfing, and all Boston sports!
  • Supporter of Saint Anselm College's Corporate Partners Scholarship Program and Easter Seals NH.

Community Participation

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

  • 2006 Ameriprise Mercury Award Qualifier
  • Ameriprise Circle of Success, 2007, 2008, 2011
  • RiverSource Protect-Grow-Give Award1, 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

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 Photos Show Thumbnails

Kathleen and Benjamin

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.