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
  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • BS, Finance - Northeastern University, 2002
  • MBA, Investments, Economics – Bentley University, 2013

Interests

  • Running/fitness
  • Eating out
  • Travel
  • Beach
  • Reading
  • Spending time with friends and family
  • Patriots/Red Sox

Previous experience

  • Sun Life Financial, 2002-2013
  • Delaware Life Holdings, 2013-2015

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.