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

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
15
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
  • CEPA® Certified Exit Planning Advisor
  • Series 7: General Securities
  • Series 66: Registered Investment Advisor
  • Life, Accident, and Health

Education

  • Rivier University: B.S. Business Administration

Interests

  • Family: My greatest focus outside of my work is my wife Katelyn and our children, Rowan, Levi and Brielle.
  • Education: I realize education is a continuous process. I seek to constantly improve my base of knowledge especially on topics such as history and economics.
  • Athletics: Player and Middle Blocker on Team New England- USA Volleyball Premier Volleyball League
  • Hobbies: The outdoors is where we like to be. I enjoy fishing, the mountains, and hiking with the family.

Community participation

  • Board of Directors Chairman, Child Advocacy Center of Rockingham County
  • Rotary Club of Portsmouth, NH
  • Toys for Tots Donation Site

Awards & recognition

  • Ameriprise Circle of Success, 2020

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.