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
20
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
  • Small Business
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • Series 7 License -A general securities registered representative license.
  • Life, Accident & Health Insurance License -Licensed insurance agent.

Education

  • University of Connecticut

Awards & recognition

  • COUZENS, DOMINGOS, ALLEN & ASSOCIATES, Forbes Top Wealth Management Teams: Private Wealth, 2024
  • COUZENS, DOMINGOS, ALLEN & ASSOCIATES, Ameriprise Client Experience Award, 2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Interests

In my free time I typically enjoy:

Playing golf, basketball and tennis

Attending UConn sporting events (home games, Final Four, Bowl Games)

Traveling to new places

Spending time with family and friends

Summer picnics, wine, beer and bourbon tastings.

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.