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.


  • Community Service
  • Travel
  • Camping
  • Hiking
  • Sailing
  • ATVing
  • Fishing
  • Watching Boston professional sports
  • Spending time with family and friends
  • Cooking
  • Technology

Community Participation

  • Owls Head Transportation Museum Volunteer
  • Rockland Rotary Club Sponsor and Member
  • Penobscot Bay Regional Chamber of Commerce Golf Sponsor
  • MRC - Sponsor for children sports
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 14 reviews 100.0

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Domestic Partner Planning

My Videos(3 videos)

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