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
21
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
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Cash Flow Management Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance

Qualifications

  • Series 7 & 66 Licensed
  • Life, Health, and Variable Annuity Licensed

Education

  • BS Business Administration - Finance Stonehill College - North Easton, MA

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2024
  • Ameriprise Circle of Success, 2019 - 2023
  • Forbes Top Next-Generation Wealth Advisors, 2020
  • Five Star Wealth Manager, 2013 - 2015, 2018, 2021-2024
  • Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

  • Charlestown Little League Baseball Coach
  • American Heart Association Volunteer
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work
  • 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

Interests

  • I am an avid Boston sports fan. Patriots, Sox, Celtics & Bruins!
  • I also enjoy golfing as well as downhill skiing in Vermont with family & friends.

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.