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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

  • I grew up in Tiverton, RI and am the oldest of nine children.
  • I graduated from Saint Anselm College in Manchester, NH where I met my wife Kathleen. We were married in September, 2010.
  • Outside of the office I enjoy concerts & comedy shows, golfing, reading, and being on the water. I'm also a huge fan of all Boston sports teams - Red Sox, Celtics, Patriots, and Bruins!

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

Awards & Recognition

  • 2006 Ameriprise Mercury Award Qualifier
  • Ameriprise Circle of Success, 2007, 2008, 2011
  • RiverSource Protect-Grow-Give Award, 2010
  • New England Elite Advisor Group, 2011

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

Files for Download

My Videos

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My Photos Show Thumbnails

Gina, Gale, and Chris at the 2012 Ameriprise National Day of Service

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.