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.



  • 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



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


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


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

New Clients

Currently, we are accepting new clients by referral only.


Files for Download

My Videos


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.