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.

More...

Interests

I have been married to my wife, Karen, for 28 years. We have 3 sons that are 24, 20 and 15 years old. Besides my family, my greatest passion is playing golf. I also enjoy listening to music and have played the classical guitar for more than 40 years. I recently completed my masters degree in financial planning from The College for Financial Planning in May of 2012. Prior to becoming a financial advisor, I worked as a mechanical engineer for 7 years.

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Experience

23

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
View Definitions

Education

  • MS in Financial Planning, The College for Financial Planning, Denver, CO, 2012
  • BS in Mech. Engineering, Worcester Polytechnic Institute, Worcester, MA, 1983

My Videos

More...