Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Fred brings extensive experience in the financial industry and serves as a trusted resource for clients seeking comprehensive financial planning and investment insight. A graduate of Keene State College, he offers a strong analytical approach that helps clients make confident, informed decisions. Outside of work, he enjoys golfing, kayaking with his wife, and following both soccer and Formula 1 racing.
SIE Certified (Securities Industry Exam)
Max plays an active role in supporting clients with a positive, solution‑oriented approach that helps keep their planning experience smooth and efficient. Max attended the University of Rhode Island and brings strong teamwork and service skills to our practice. Outside of work, he enjoys golf, the gym, sports, and time with family and friends.
SIE Certified (Securities Industry Essentials)
Daniel has been part of our Ameriprise team since 2023, supporting clients with a welcoming, detail‑oriented approach that helps make their financial experience seamless. A lifelong Hollis, NH resident and SNHU graduate, he brings strong operational and client‑service skills to the practice. Outside of work, he enjoys the gym, golf, and time with his golden retriever, Aurora.
Notary Public for the State of New Hampshire
Commission Expires: 05/2031
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