Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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
25
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®
  • 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

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.

Community participation

  • Biannual Volunteer and Sponsor at Rosie's Place, LGBTQ Women's Homeless Shelter
  • Cure SMA Walk-n-Roll for The Families of Spinal Muscular Atrophy Organization
  • Wonderfund Holiday Sponsor

Awards & recognition

  • Ameriprise Circle of Success, 2020
  • Skyeburst Wealth Management, Ameriprise Client Experience Award, 2020-2021
  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021
  • Skyeburst Wealth Management, InvestmentNews' Best Places To Work, 2021-2022
  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Forbes Top 250 Wealth Advisors, 2017
  • Barron’s Top 100 Independent Financial Advisors, 2017, 2019-2022
  • Financial Times Top 400 Advisors, 2014-2020
  • Barron’s Top 1,200 Financial Advisors, 2016-2022
  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Hall of Fame, 2012
  • Ameriprise Chairman's Advisory Council, 2007-2021

Professional associations

  • Financial Planning Association

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.