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

Areas of focus

  • Retirement Income Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments


  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7Series 66Life, accident & health insurance licenses


  • Wheaton College, Norton, MA 1994-1998
  • Northfield Mount Hermon School, Northfield, MA 1991-1994

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Previous experience

  • Financial Advisor, HSBC, Brooklyn, NY, 5
  • Financial Advisor, Morgan Stanley, New York, NY, 8
  • Financial Advisor, Lebenthal, New York, NY, 4

Community participation

Rise Private Wealth Management - Community participation photo

Habitat for Humanity Greater Bangor


When not in the office, I love running and spending time with my wife, Patricia, and son, Felipe. As a family, we love to cook: make pasta by scratch, Kombucha, grow herbs and veggie aeroponically, practice sustainable living). We travel to our second home in Santa Maria de Dota (home of world class coffee) as often as we can.

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.