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
14
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
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Education

  • BA Economics, College of William and Mary 1999-2003
  • MBA Finance, University of Connecticut 2009-2011

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2013-2015

Community participation

Charity Golf Tournaments including:

  • Friends of the Thomaston Opera House
  • Charlie Ormsby Memorial Golf Classic
  • Thomaston Rotary
  • Watertown Rotary
  • Camp Care Therapeutic Riding Center
  • Supporter of local theatre
  • Member of Northwestern Connecticut Chamber of Commerce
  • Member of Young Professionals Organization
  • National Day of Service
  • Walk for MS - National MS Society

Interests

  • My Core Values are: Autonomy, Health, Family, Integrity, and Relationships
  • Member of the American Institute of Economic Research
  • Avid Golfer
  • Cross Fitter
  • Recreational Boxer

My photos

5 albums
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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.