Advisor profile


Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on ameriprise.com 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
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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
26
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
  • 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

Interests

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

Community participation

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

Awards & recognition

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

Previous experience

  • Axa Advisors | Financial Advisor, 1998-2015

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.