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.


  • My wife and I have a passion for travel, particularly cruises.
  • I enjoy spending time with my black lab, Dow Jones
  • We are avid connoisseurs of anything BBQ
  • I enjoy capturing special memories for my friends and family with video photography during weddings and milestone events


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Areas of Focus

  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education


  • CLTC  Certified Long Term Care
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  • B.A. of Psychology, University of Massachusetts- Amherst, MA

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