Advisor profile


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35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Small Business
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
  • Insurance
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care
  • CERTIFIED FINANCIAL PLANNER

Education

  • Bachelor of Science in Engineering, Maine Maritime Academy

Awards & recognition

  • Seacoast Financial Planning, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2006-2020
  • Ameriprise Financial Hall of Fame Member, 2019

Interests

  • I enjoy scuba diving, golfing, gardening and travel of all kinds
  • My family considers me to be quite the handyman and I like to tinker around the house
  • I am a patron of the arts and theater

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.