Our 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 we can help. We'll take the time to listen to you and understand your goals and dreams. We'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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Huge thanks to our friends at J. De Sena & Associates in New York who sent us a random act of kindness, a cheesecake, during hard times here in Boston

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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.

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Workplace Education

Employees are looking for guidance on how to make the most of their benefits. Economic uncertainty along with increased retirement responsibility are leaving many employees unprepared for retirement.

As part of our financial planning work in the community, we bring our Confident Retirement® approach to local workplaces. Our approach goes beyond the 401(k) and allows us to help employees integrate their workplace benefits into the bigger financial picture while helping to plan for a confident retirement.

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Areas of Focus

  • Retirement Planning Strategies
  • Education Planning
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Employee Stock Options

Community Participation

  • Sponsor : Coreen Nash in the 2013 Boston Marathon to raise funds to support The Melanoma Foundation of New England
  • Sponsor : 2012 Newton 10k Race to benefit the Judith Rose Shea Foundation for Ovarian Cancer

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