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

  • Investments
  • Retirement Planning Strategies
33
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

Education

  • Boston College, BA Philosophy
  • Signalman 3rd class, United States Navy

Interests

Research of military history covering the Civil War, World War I and World War II

Avid skier at local Maine ski mountains

Resident of North Yarmouth Maine with wife Elizabeth

Community participation

Participating in National Day of Service in support of Good Shepard Food Bank, Auburn Maine.

Awards & recognition

  • Ameriprise Circle of Success, 2011

Previous experience

  • Vice President/Financial Advisor, Wells Fargo Advisors, Portland, ME, 2002 - 2010
  • Financial Advisor, Paine Webber, Peabody, MA, 1996 - 2002

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.