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

  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CMFC® Chartered Mutual Fund Counselor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA®; Certified Divorce Financial Analyst®

Interests

My family and I enjoy biking, swimming, hiking and martial arts study.

Community participation

My wife and I support and fundraise for Dogs in Brazil. They operate out of Brazil and the United States. Dogs in Brazil is a street dog rescue organization focusing on hard luck cases, healing and rehabilitation and finding homes for the dogs with loving families across the globe.

  • Dogs in Brazil

Awards & recognition

  • Five Star Wealth Manager, 2013-2015

Previous experience

  • General Manager, Kenmore Management Inc. Boston MA. 02215, 1982-1990