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
  • Investments
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Retirement Income Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • Wesleyan University, Middletown, Ct. BA in Economics, 1987

Interests

  • Outdoor sports and activities
  • Cape Cod Living

Community participation

  • Youth Hockey Coach
  • Trout Unlimited
  • Saint John's High School Annual Fund Chairman (2010)

Previous experience

  • RBC Wealth Management, 2005-2017

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.