Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Tax Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • Series 7
  • Series 66
  • Life, Accident & Health

Awards & recognition

  • Five Star Wealth Manager, 2012-2017

Professional associations

  • FINACIAL PLANNING ASSOCIATION

Community participation

Board of Directors Temple Israel of Natick

Investment Committee Solomon Schechter Day School

Interests

  • Helping make a difference in my community
  • Reading, Theatre, Movies, Swimming, Skiing, Tennis
  • Enjoying time with my wife and daughters
  • Charitable Giving
  • Relaxing in a warm water beach

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.