Advisor profile


What you can expect when you work with me

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.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Investments
  • Insurance

Qualifications

  • Business Financial Advisor

Education

  • BA Business Administration -University of Vermont

Awards & recognition

  • North Peak Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2006-2010, 2015, 2020, 2022
  • North Peak Wealth Advisors, Ameriprise Client Experience Award, 2022
  • Five Star Wealth Manager, 2013, 2015, 2017

Community participation

  • Actively volunteer with the American Red Cross
  • Actively Support Plymouth Youth Hockey
  • Actively Support West Plymouth Home & School Association

Interests

  • I have completed over 15 road races, including marathons
  • I love to travel & explore new places
  • I try to golf at least 1 time each week during the season

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.