Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License- General Securities Representative
  • Series 66 License- Investment Advisory Agent
  • Life, Health & Variable Annuity Licensed
  • CLTC® Certified Long Term Care®

Education

  • University of New Hampshire- BA Business Administration
  • Whittemore School of Business and Economics-- UNH

Interests

  1. Love to spend time with my wife Melissa, my 10 year old son Nicholas, and my 5 year old daughter Abigail
  2. Member of the Manchester Flames Board of Directors
  3. Assisatant coach for my son's Manchester Flames hockey team
  4. Enjoy participating in most sports, especially hockey, golf, tennis, skiing, baseball, racquetball, and mountain biking.
  5. Avid golfer with an USGA handicap index of 2.0
  6. Cherish time spent in the outdoors, whether it is hiking, fishing, hunting, our mountain biking with my family

Community participation

Manchester Regional Youth Hockey Association Vice-President of Flames

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2016

Previous experience

  • Banc of America Investment Services, 2008-2009
  • Bank of America Premier Bank- U.S. Trust, 2002-2008
  • Paine Webber/UBS Asset Management, 2001-2002