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

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Insurance
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CFS® Certified Fund Specialist
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA in Business Administration, Suffolk University, 1983

Interests

  • Bible studies with my wife and two children.
  • Golfing with clients and friends.
  • Soccer, baseball and dance with my son and daughter.
  • Vacation time at our place on Mendom Pond in NH.

Community participation

Active member of the North Reading Chamber of Commerce

Awards & recognition

  • 2012 Top Wealth Managers as seen in Boston Magazine, 1
  • Ameriprise Circle of Success, 2009 and 2010

Professional associations

  • Better Business Bureau, Member
  • Institute of Business and Finance, Certified Fund Specialist

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.