My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Investments

Education

  • University of Massachusetts at Amherst BA Economics

Previous experience

  • A. G. EDWARDS & SONS, INC., 2009- present
  • WELLS FARGO ADVISORS, LLC, 2008-2009
  • PRUDENTIAL SECURITIES INCORPORATED, 1988-1992
  • MERRILL LYNCH, PIERCE, FENNER, 1987-1988

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Each year my office whole heartedly participates in the Ameriprise National Day of Service. We do such activities as planting crops at a community farm and helping at Friendly House in Worcester with their annual food drive.

Interests

In the past outdoor activities were my priority and while I still do them these days I find myself focusing more on personal development. Setting aside time to read, learning to meditate, making sure to listen to good music and cooking more "real food" have my focus now.

My photos

5 albums
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