Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant

Education

  • Masters In Business Administration, Rivier College, 1988-1991

Interests

  • I enjoy traveling, exploring new places and meeting new people.
  • I like to go green as far as possible and work on creating a negative carbon footprint with solar panels and hydro power.
  • As a Certified Public Accountant I also like saving people taxes!
  • I have many hobbies from electronics to programming and even writing my first kindle guide to losing weight complete with spreadsheet.
  • Originally from England, I have now lived in NH for over 30 years and I have three sons, two of whom now work in the business.

Community participation

January 20, 2016 Presented: Tax Tips for Realtors at The Granite State Board of Realtors Office in Londonderry NH for the Women's Council of Realtors. Just ask me 603-434-2722 if you would like the latest tips to be presented at your organization?

Awards & recognition

  • Five Star Wealth Manager, 2015-2017