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.

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
35
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 11 reviews 100.0

Areas of Focus

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

Awards & Recognition

  • Ameriprise Circle of Success, 2017 & 2018

Education

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

Previous Experience

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

Files for Download

My Videos(4 videos)

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