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

  • Investments
  • Retirement Planning Strategies
34
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