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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Charitable Giving
  • Small Business
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License - General Securities Representative
  • Series 66 License - Investment Advisory Agent
  • Life, Health & Variable Annuity Licensed

Education

  • University of Maine Farmington, B.A. Business/Economics

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023
  • Ameriprise Circle of Success, 2020-2023
  • Ameriprise Client Experience Award, 2022, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • New Hampshire Union Leader 40 Under Forty, 2020
  • Five Star Wealth Manager, 2016

Community participation

  • I am a big brother in the Big Brother Big Sister Program
  • I serve of the board of Children's Hospital at Dartmouth-Hitchcock (CHaD).
  • I donate platelets regularly.
  • I donate time at the NH Food Bank each year.

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

  • Leadership Greater Manchester Class of 2017

Interests

  • Traveled to over 20 different countries.
  • Lived in France for four months.
  • Enjoy skiing and make an annual trip to Utah.
  • Skiing Tuckerman's once a year.
  • Hunting
  • Mountain Biking

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.