Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A. in Business Marketing, Lynchburg College, 1995

Interests

Outside of the office, I enjoy playing in a men's lacrosse league and coaching my son's youth lacrosse teams. I also like to fish, particularly offshore, and travel with my family.

Community participation

  • Vice Chair; Atlantic General Hospital Foundation Board of Directors
  • Chairman; Atlantic General Hospital Investment Subcommittee
  • Volunteer; Worcester Preparatory School Alumni Association
  • Volunteer Youth Lacrosse Coach; Beach Lacrosse

Awards & recognition

  • Ameriprise Client Experience Award, 2020