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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Interests

My greatest passion is my family. From road trips to attend my son Paul’s lacrosse games, to dinners out with my son Peter, daughter Andrea and their respective spouses, my wife Mary and I will never get enough “family time”. However a very close second is our passion for Golf! Mary and I enjoy playing as members of Plymouth Country Club, as well as many of the fine courses that Massachusetts has to offer. So what do we do in the winter? We take trips to Florida and play more Golf! (perhaps a ski trip here and there). We also enjoy cheering passionately for our beloved New England sports teams. Go Sox! Go Pats! Go Bruins! Go Celtics!

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Saving for Education

Experience

27
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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010 - 2012
  • Ameriprise Circle of Success, 2003-2010, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Stonehill College, Bachelor of Science - Business Administration, 1973

My Videos

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