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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Employee Stock Options
17
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
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®
  • APMA® Accredited Portfolio Management Advisor℠
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care®
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • RICP® Retirement Income Certified Professional

Education

  • University of Massachusetts Amherst, BS in Political Science and BS in Legal Studies, 2004

Interests

  • During my free time, I enjoy spending time with my wife, Ashley, our dogs and our son, Brandon Jr. I also enjoy golfing, working out/lifting weights, running and watching all things Boston sports-related, especially the New England Patriots. Let's go Pats!

Community participation

Volunteer for Orange County Animal Services

Homes For Our Troops- Pro bono Financial Planning for Wounded Veterans

www.hfotusa.org

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021 - 2022
  • Nona Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2021
  • Ameriprise Circle of Success, 2008, 2010 - 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Five Star Wealth Manager, 2012 - 2016

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2022 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

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.