Advisor profile


My approach

As a Financial Advisor, Managing Director at Ameriprise Financial Services who has concentrated in working with clients in the area of sustainable and responsible wealth management for over 30 years, I am committed to listening to my clients. I strive to be someone you will feel comfortable speaking with. I will take the time to understand your financial goals and objectives along with the personal values you carry with you.

I will share my financial knowledge and professional experience in order to provide you with understandable strategies that address all types of financial needs through all phases of your life. You can feel confident that the advice I provide will have factored in your personal dreams, goals and values.

Areas of focus

  • Sustainable and Responsible Investing
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • Washington University, St. Louis, MO - B.S.B.A. Finance, minor in Computer Science

Interests

  • Spending time with my wife, Carolyn, and children – Amy (Scituate HS), Christian (Union) and Scott (Dartmouth)
  • Tending to our organic gardens
  • Sailing and surfing the waters of the South Shore, Cape and Islands
  • Pursuing many outdoor activities with our extended family in Vermont

Community participation

  • Friends of the Scituate HS Sailing Team - Board Member
  • Holly Hill Farm, Cohasset - Certified Organic Farm - Member
  • Northeast Organic Farming Association, MA - Sponsor
  • Scituate Harbor Yacht Club - Sailing Committee
  • Weir River Farm, Hingham, MA - CSA - Member
  • Urban Food Initiative dba Daily Table, Boston, MA - Sponsor

Awards & recognition

  • Ameriprise Circle of Success, 2017 - 2019

Professional associations

  • The Forum for Sustainable and Responsible Investment

Previous experience

  • A.G. Edwards & Sons - Financial Advisor, First Vice President, 1984 - 2008
  • UBS Financial Services, Inc. - Financial Advisor, First Vice President, 2008 - 2016

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.