My Approach

I strongly believe that financial planning and an ongoing relationship with a financial advisor are the most valuable investments you can make. I ask targeted questions and listen to my clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what they've already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.


  • 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


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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


  • 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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  • 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.

Files for Download


My Photos(3 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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My Videos(4 videos) X

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