Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CERTIFIED FINANCIAL PLANNER
  • Chartered Retirement Planning Counselor
  • Master of Science - Resource Economics

Education

  • Albion College, Albion, Michigan
  • Stanford University, Stanford, California
  • University of Rhode Island, Kingston, Rhode Island

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

  • Fort Assabet - the nature play area at the Assabet River National Wildlife Refuge for kids ages 3-11.
  • Cornelia de Lange Syndrome Foundation, Inc. (CdLS)
  • 29th Annual CdLS Charity Golf Tournament, May 23rd, 2022 at the Ipswitch Country Club, Ipswitch, MA

Interests

Fort Assabet - Connecting Kids to Nature, Forever! Check out Facebook Group Site: "Fort Assabet"

Cornelia de Lange Syndrome Foundation, Inc. (CdLS)

  • Skiing,backpacking,fishing, camping and golf!