Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 license
  • Series 66 license
  • Life and Health Insurance License

Education

  • B.S., 2003, Economics - University of Maryland, College Park

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Community participation

Volunteer for Pancreatic Cancer Action Network, The Greater Boston Food Bank and Community Servings

Interests

  • Wife - Alyson (Boston Public School Math Dean of Curriculum and Instruction)
  • Daughter - Evelyn, (2015)
  • Son - Calvin, (2018)
  • Distance runner: 15 marathons, 50K and 50 miler completed; 3 Triathlons and various other races all across 13 states and the District of Columbia
  • Next race: TBD 2024

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.