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

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7 License
  • FINRA Series 65 License
  • FINRA Series 63 License
  • FINRA Series 31 License
  • FINRA Series 3 License
  • FINRA Series 9 License
  • FINRA Series 10 License

Education

  • Bachelor's Degree, Chemistry, University of New Hampshire, Durham, NH

Interests

  • Golf
  • Fly Fishing
  • Surfing

Community participation

  • Harry Chapin Food Bank