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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Investments
  • Executive Compensation and Benefit Strategies
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

- When away from work, there are many things that I'm interested, most of which is with my family. I have four children that range in age from 10-16 years old. We spend our summers at our camp on Phillips Lake in Dedham. Winters involve lots of snowmobiling together as a family as well. Both my wife and I spend much of our summers coaching baseball and softball teams, which we love as much as our kids do.

- One of my favorite hobbies is playing music with a band that I'm in. We get together weekly and play all of our favorite songs. You probably will never see us on tour though!

Community participation

  • Eastern Maine Medical Center Board of Trustees - Vice Chair
  • Eastern Maine Health Care Finance Committee
  • Eastern Maine Health Care Investment Function Team

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.