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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

  • Running
  • Swimming
  • Travel
  • Ongoing Education

Community Participation

Special Forces Association, Life Member

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • BSEE Michigan Tech
  • MSEE Northeastern University
  • The Electrical Engineer's Degree Northeastern University
  • MBA Northeastern University

Professional Associations

  • Special Forces Association, Life Member

My Videos

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    Active Diversified Portfolios®...

    These professionally managed portfolios feature an active investment approach that uses risk management, asset allocation and reallocation to help deliver consistent returns over time.

    (6:26)

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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.

    (1:48)

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