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

  • Investment Management
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Insurance
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

Coaching youth sports, golfing, fishing and running.

Running road races with my three sons is a particular favorite activity of mine. Also golfing with my sons gives me great pleasure.

Community participation

Volunteer with Junior Achievement.

Coach of Falmouth Youth Lacrosse Teams.

100 Men Who Care Southern Maine

Previous experience

  • Merril Lynch, Financial Advisor, Portland, ME, 2006-2013