Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • University of Pennsylvania, Wharton School , B.S. Economics - Philadelphia, PA
  • Bryant University, M.B.A. - Smithfield, RI

Interests

  • I love spending time with my family
  • I'm an avid tennis and golf player
  • I also enjoying reading and playing chess

Community participation

  • Sharon Youth Baseball Coach
  • Meeting House Preservation Fund - commitee member
  • Phi Gamma Delta alum

Awards & recognition

  • Five Star Wealth Manager, 2014

Professional associations

  • Penn Club of Boston