Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Life, Accident and Health
  • Certified Financial Planner™, Chartered Financial Consultant
  • Chartered Life Underwriter®

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, particularly Colin's football and Ashley's dance.
  • 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 potato salad on the planet.

Community participation

  • Biannual Volunteer at Rosie's Place, LGBTQ Women's Homeless Shelter
  • Volunteer at Boston Greater Food Bank
  • Volunteer at Save the Harbor, Save the Bay Annual Donor
  • Pie Seller: Pie in the Sky, providing meals to the ill in Massachusetts
  • Participant: Ozzie's Kids, helping children over the holidays
  • Participant: Cure SMA Walk-n-Roll for The Families of Spinal Muscular Atrophy Organization
  • Sponsor: Birthday Wishes, a Boston-based nonprofit that brings birthday parties to homeless children

Awards & recognition

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

Professional associations

  • Financial Planning Association

Honored to be recognized in Barron’s

I’m excited to share that I’ve been named to the Barron’s Top 1,200 Financial Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.

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.