Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Small Business
  • Intergenerational Planning
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Eastern Nazarene College, BSBA, Cum Laude

Awards & recognition

  • Five Star Wealth Manager, 2013 -2022
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Financial Planning Association
  • Commonwealth of Massachusetts, Notary Public
  • Massachusetts LGBT Chamber of Commerce

Community participation

  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work. As a veteran of our nations’ military, I am especially proud of this philanthropic partnership.
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

Traveling the world with friends, cooking, skiing, finding new restaurants around Boston and spending time in the Summer at my cottage at the Cape.

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.