Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Insurance
10
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