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 Planning Strategies
  • Retirement Income Strategies
  • Small Business
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CLTC® Certified Long Term Care®

Education

  • Amherst College, BA Bachelor of Arts, 1991

Interests

  • I enjoy spraying a ball around a golf course now and again.
  • One of the ways that I stay healthy is practicing karate.
  • The gang and I have a great time fishing together.

Community participation

I sponsor Milton little league baseball, and I enjoy coaching baseball, basketball and football. The kids keep me busy in the town as a Den Leader for the Milton Pack 5 Cub Scouts.

Awards & recognition

  • Ameriprise Circle of Success, 2000-2017