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

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Saving for Education
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 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

Interests

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

Cornelia de Lange Syndrome Foundation, Inc. (CdLS)

  • Shriner's Annual High School All-Star Football Game Sponsor
  • Skiing,backpacking,fishing, camping and golf!

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)
  • 24th Annual CdLS Charity Golf Tournament, May 23rd, 2016 at the Ipswitch Country Club, Ipswitch, MA

Aleppo Shriners 37th Annual All-Star Classic - June, 2015.

Board Member, U.S. Fish & Wildlife Service, Eastern MA National Wildlife Refuge Complex, Assabet River NWR