Advisor profile

My approach

My clients are like family to me. Every person’s financial goals and needs are unique, so getting to know and understand each one of my clients on a personal level is essential and one of my favorite things about my job. We laugh, we celebrate, and we speak often. I am here to help my clients and their loved ones achieve their goals and dreams by offering comprehensive financial advice and a broad range of financial solutions for whatever life brings — both the expected and the unexpected.

With the right financial advice, life can be brilliant.

19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Business Retirement Plans

Education

  • Trinity College, BA Economics 2006

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2018, 2020-2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022-2023
  • Forbes Best-in-State Wealth Advisors, 2021-2025
  • Crescent Bay Wealth, Forbes Best-in-State Wealth Mangement Teams, 2025
  • AdvisorHub Solo Advisors to Watch, 2022
  • AdvisorHub Advisors to Watch under $1Bil, 2024
  • Five Star Wealth Manager, 2020-2025
  • Ameriprise Circle of Success, 2011-2025
  • Ameriprise Circle of Success Diamond Ring, 2022
  • Ameriprise Client Experience Award, 2020-2024
  • Crescent Bay Wealth, Ameriprise Client Experience Award, 2023-2024
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

  • Caring for a Cure - Sponsor and Participant
  • The PJT Memorial Foundation, Inc. - Sponsor and Participant

Interests

  • I LOVE the ocean. I grew up working on my father’s lobster boat and lobstering remains a hobby of mine to this day. I look forward to summer weekends on the boat with my family – there’s nothing better!
  • In 2013 I married my wife Lauren in Capri, Italy – as I promised her I would on the night we met! We have 3 incredible children: Carter, Colton, and Capri.
  • When I have a free moment, you’ll find me out on the water with my family, playing in the yard with my children, or getting my hands dirty in the garden!
  • I’m a lifelong philosopher and lover of knowledge!

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.