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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.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

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Interests

My life outside of my practice revolves around my family. Spending quality time with my wife, Jennifer, and our three children, Ryland, Gavin, and Lyla is most important. We love traveling, spending time at the beach, or just relaxing at home with friends and family. I also enjoy playing golf in my free time with my two brothers and my friends. As a Boston sports fan, I have always followed our local teams. On occasion you can find me at the Boston Garden cheering on the Bruins, at Fenway Park rooting for the Sox, or down in Foxboro at Gillette Stadium catching a Pat's game.

Community Participation

Coach - Billerica Little League Baseball

Coach - Billerica Youth Soccer Association

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Domestic Partner Planning
  • Investments
  • Wealth Preservation Strategies
  • Saving for Education
  • Small Business

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010-2012

Files for Download

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Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.