Advisor profile

Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact me for help getting started.
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance
  • Sustainable and Responsible Investing


  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health License

Awards & recognition

  • Five Star Wealth Manager, 2014, 2016, 2021
  • Ameriprise Circle of Success, 2017, 2018, 2019, 2022
  • Ameriprise Client Experience Award, 2022

Previous experience

  • Axa Advisors | Financial Advisor, 1998-2015

Community participation

The Dana-Farber Cancer Institute means a lot to my family and me, and I volunteer many times throughout the year.


  • Hiking & backpacking
  • Skiing
  • Adventure travel
  • Catching Red Sox & Patriot's games when I can

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.