My Approach

Are you financially on track to live the life you want? I can help you plan for your dreams and goals – now and in the future – with our exclusive Confident Retirement® approach. It starts with a personalized conversation. We’ll discuss your financial needs, such as covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. From there, we’ll break your financial goals down into doable steps to help take the uncertainty out of your financial future.

Retiring in the next five years? Take our 3-Minute Confident Retirement® check. Your responses will help jumpstart our conversation.

Interests

Discovering with my 7 year old, Lexie, and my 5 year old, Amanda.

Boating. Scuba Diving. Gardening.

Community Participation

  • D.A. Blodgett-St. John's Kids First Committee
  • NAIFA Member

Experience

? 19 ? 100 View scores
 
 
 

Areas of Focus

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

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • RICP®  Retirement Income Certified Professional®
  • AWMA®  Accredited Wealth Management Advisor
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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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