Advisor profile


Our Personalized Approach to Financial Planning

At Skyeburst Wealth Management, we work with individuals and families to help them overcome the complexities of managing their financial lives, retire comfortably, and leave a meaningful legacy through a comprehensive planning approach.

  • We develop strategies that address your goals and challenges at any stage of life, meeting you where you are and listening to what you need.
  • Our diverse team is well suited to build relationships with multiple generations of your family—from first-time investors to stewards of family wealth.
  • We prioritize financial education to help preserve your values as your wealth transfers from one generation to the next. By engaging the entire family, we aim to establish an environment of shared responsibility and an alignment of expectations.
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Investments
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • Series 7 License: General Securities Representative
  • Series 63 License: Uniform Securities Agent
  • Life, Accident and Health License

Education

  • BS, Finance - Bentley University, 1997
  • Financial Planning - American College, 2003

Awards & recognition

  • AdvisorHub Fast Growing Advisors to Watch, 2023
  • Ameriprise Chairman's Advisory Council, 2007-2024
  • Skyeburst Wealth Management, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Circle of Success, 2020
  • Ameriprise Circle of Success Hall of Fame, 2012
  • Barron’s Top 100 Independent Financial Advisors, 2017, 2019-2023
  • Barron’s Top 1,200 Financial Advisors, 2016-2024
  • Financial Times 400 Top Financial Advisers, 2014-2020
  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Forbes Top 250 Wealth Advisors, 2017
  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021 & 2023
  • Skyeburst Wealth Management, Forbes Best-in-State Wealth Management Team, 2023 & 2024
  • Skyeburst Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2023

Professional associations

  • Financial Planning Association

Community participation

  • Cure SMA Walk-n-Roll for The Families of Spinal Muscular Atrophy Organization
  • Wonderfund Holiday Supporter
  • Newton Food Pantry Supporter

Interests

  • Enjoying my summer with my wife and two children on the ocean in Mystic, CT. We are also avid skiers, visiting Killington, VT in the winter.
  • Like many families, we spend much of our time supporting our children in their activities. Ashley does dance and cheer and Colin plays baseball and football.
  • We are dedicated New England Patriots fans, enjoying as many home games and tailgates as we can.
  • Most importantly, I am a master griller and my wife makes the best pasta salad on the planet.

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.