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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

My favorite thing to do is spend time with my family. We love to ski, go to the beach, swim in our pool, play sports (kickball is the sport du jour), play games and spend time with friends. I really enjoy a nice bottle of wine and have been collecting bottles here and there since 1998(although ever since my kids were born I've become a net consumer vs. collector!)

Community Participation

  • I help with the annual fundraising for our local hospital.
  • I am active with the Newburyport Education Foundation.

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Small Business
  • Charitable Giving

Experience

Education

  • University of New Hampshire - BS Business Administration

Professional Associations

  • Member Newburyport Chamber of Commerce
  • Member CFA Institute
  • Member Boston Securities Analyst Society

My Photos Show Thumbnails

One or the rare moments where everyone was smiling and not making faces!

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.