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
  • Saving for Education
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®

Education

  • Bachelor Science, Finance, North Adams State College, 1986

Interests

  • Spending time with my wife and daughter
  • Running: Completed 2009 Boston Marathon and the 2008 Maine Marathon and a veteran runner in many road races and half marathons.
  • Reading: Anything historical
  • Pets; Love both cats and dogs, and a casual bird watcher
  • New England Patriots season ticket holder and avid fan of the Boston Bruins; overall big sports fan
  • Church: Very active at Holy Trinity United Methodist Church in Danvers. Involved in fund-raising, mission work (multiple trips to New Orleans -post Katrina, local work with food banks, shelters, and soup kitchens) as well our annual Vacation Bible School.

Community participation

  • Holy Trinity United Methodist Church: Board of Trustees