Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

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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

  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFC™ Chartered Mutual Fund Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License: General Securities Rep
  • Series 6 License: Investment Company Products/ Variable Life Contracts Rep
  • Series 63 License: Uniform Securities Agent State Law
    • Life, Accident & Health License

Education

  • Springfield College, BS - 1983

Awards & recognition

  • Five Star Wealth Manager, 2018, 2019, 2020, 2023
  • Gage Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Gage Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • OppenheimerFunds- Senior Vice President of Sales, Boston Region, 1998-2014
  • JPMorgan Chase & Co.- Vista Funds Vice President of Sales, New England Region, 1992-1998
  • Pioneer Funds- Internal Sales Consultant, Boston Region, 1986-1992

Community participation

  • Sponsor of the 6th Annual Nurturing Minds of Africa Evening
  • Volunteer at the Greater Boston Food Bank
  • Supporter: Team Volunteers at Cradles to Crayons Gifting Factory (2021-2023)
  • Sponsor: Punch for Parkinson's Golf Tournament (2023)
  • Supporter: St. Jude Walk/Run, Greater Boston
  • Sponsor: St. Jude Golf Tournament (2018, 2019, 2021-2022)

Interests

  • Spending time with my family on the beach in Brewster over the summer.
  • I enjoy travelling.
  • My favorite activities include coaching my kids sports teams, pitching for my softball team, golfing, skiing, and reading.