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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Ameriprise Circle of Success, 2006-2023
  • Five Star Wealth Manager, 2012-2024
  • Ameriprise Circle of Success Diamond Ring, 2017
  • Chapel View Private Wealth Group, Forbes Best-in-State Wealth Management Teams, 2024

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Chapel View Private Wealth team. This achievement would not have been possible without you.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Community participation

Angel Foundation

Tour de Cure for the American Diabetes Association

RI Food Bank

Interests

Spending time with family and friends

Golf, Football, Baseball

Traveling

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.