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My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

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Community Participation

  • Board Member Greater Bridgton Lakes Region Chamber of Commerce
  • Board Member Bridgton Lake Region Rotary Club

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • AAMS®  Accredited Asset Management SpecialistSM
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