My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

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
View Definitions

Files for Download

More

My Photos(1 photo albums)

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.

My Videos(8 videos) X

View All Videos