Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Insurance
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Public Accountant

Education

  • Bachelors of Science in Business Administration, University of Hartford, Class of 2009

Interests

  • I love spending time with my wife, Dana and my three kids Ellis, Brooke and Cole.
  • I have a passion for staying fit and living an active lifestyle.
  • I enjoy playing Golf on the weekends (working on breaking 80) and traveling to new places with my family.

Community participation

  • Annual participant in the "Rock 'N Race" to benefit the Payson Cancer Center, 7 years and counting!!
  • Member of the Greater Concord Chamber of Commerce
  • Member of the Concord Young Professionals Network (subcommittee of the Chamber of Commerce)

Awards & recognition

  • Ameriprise Circle of Success, 2016-2020