My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

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Interests

My favorite activity and interest is being a dad. Molly is 15 and Miles is 12. Spending time with them is precious. We do anything that involves family, friends, fitness, fresh air, faith, and fun, fun, fun.

I work in our local soup kitchen every Tuesday.

I am active in my town's finances, with the Boy Scouts, and with my church.

It doesn't leave much time for leisure, but when I can manage it, I play a little golf or take my motorbike for a spin on the back roads of CT, NY and MA.

Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Estate Planning Strategies

Experience

28
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Awards & Recognition

  • Ameriprise Hall Of Fame, 2006

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Eastern Connecticut State University: BS-Education 1977
  • IONA College: MBA-Finance 1981

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.