Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

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
23
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.