Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Retirement Plan Distribution


  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Financial Consultant
  • Financial Advisor
  • Bachelor of Arts Degree


  • Saint Anselm College - Bachelor of Arts - Financial Economics
  • Trinity High School Alumnus
  • Leadership Greater Manchester - 2014

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Barron’s Top 1,200 Financial Advisors, 2022, 2023
  • Best Practices Award from InvestmentNews, 2022
  • AdvisorHub Advisors to Watch (over $1Bil), 2022,2023
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2022-2023
  • Ameriprise Circle of Success, 2009, 2011-2022

Honored to receive recognition

Helping my clients, their families and friends stay focused on their long-term financial goals is my top priority. Because of this, I’m proud to share that I’ve been recognized on 2 industry publications’ top financial advisor lists: Barron's 2023 Top Advisors by State (#1) and Forbes Best-in-State Wealth Advisors in 2023 (#1).

Thank you to all of my loyal clients for believing in me and to everyone on my outstanding team. Your continued trust has made this recognition possible.

Community participation

I am an active member in my community and enjoy serving those in need. We are always open to suggestions for new ways to give back to our community. Several of the on-going efforts listed below are organizations our clients are passionate about.

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”


When I’m not working for my clients, I love watching my kids grow and cheering them on in sports, spending time with my family, playing golf, staying active, traveling, and boating.

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.