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

  • Investment Management
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Insurance
31
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