Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Intergenerational Planning

Education

  • Bachelor of Science - Accounting, Merrimack College in North Andover MA

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2023

Community participation

  • USA500 Networking Member
  • Former Co-Chair, USA500 Giving Circle
  • Certified Basketball Referee - IAABO-Board 30

Interests

My greatest passion is our three children Doug, Andrew and Abby. My wife Sue and I are fascinated and proud observing their life journeys applying the lessons we taught – who knew they were listening!

We enjoy spending time with family and friends exploring the less traveled areas and eateries of New Seabury and Cape Cod.

Travel has become a passion over the past few years having logged some memorable trips to Ireland, Australia, Italy and Israel.

I am an avid workout enthusiast including my Peloton bike and strength training. I am also a frustrated golfer but relentlessly committed to lowering my handicap!

My photos

5 albums
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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.