Advisor profile

Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact me for help getting started.
Contact me
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Investment Management
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies


  • CLU® Chartered Life Underwriter®


  • BS in Accounting- Bentley University
  • MBA in Financial Management -Pace University

Awards & recognition

  • Five Star Wealth Manager, 2013-2023
  • Gage Wealth Advisors, Ameriprise Client Experience Award, 2020, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Meredith Hoban Dunn CPA, PFS

Previous experience

  • Financial Advisor at Merrill Lynch, 2008-2013
  • Financial Advisor at Citizens Investment Services, 2006-2008
  • Financial Advisor at MetLife, 1995-2006

Community participation

Contributor: Boy Scouts of America

Contributor: Camp Joslin for Children with Diabetes

Contributor : JDRF One Walk for T1D

Contributor : St Jude's Annual Golf Tournament and Fundraiser


I am originally from Martha's Vineyard and currently reside in Westwood, MA. My daugher, Madeleine, is a Media Planner in Boston.

In my spare time, I enjoy playing golf, tennis, squash, gardening, doing home improvement projects and traveling.