Advisor profile

My Approach

My mission is to empower my clients to pursue their financial freedom, by providing information and innovative strategies, through a personalized planning relationship.

Nothing is more gratifying than seeing my clients achieve a confident retirement. I take the time to listen to you and understand your goals and dreams, whether they are a long way off, fast approaching, or already a reality. Working together, we create a roadmap that considers your entire financial picture. I provide guidance and advice along the way, tracking your progress and making adjustments as needed to help you stay on track. At Ameriprise Financial, we believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to achieve them.

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

Areas of focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning


  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • CAS® Certified Annuity Specialist®


  • Master of Science in Financial Services, Institute of Business & Finance, San Diego, CA

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023
  • Main Street Private Wealth Management, Ameriprise Client Experience Award, 2020, 2021
  • Forbes Top Financial Security Professionals, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2008, 2009, 2013 - 2022
  • Five Star Wealth Manager, 2012 - 2021

Community participation

Nashua Chamber of Commerce


  • Spending time with my beautiful wife Nicole, our daughter Logan Ella, and our Siberian Husky Smoke.
  • I enjoy snowboarding the mountains of New England.
  • Working toward improving my current golf handicap to something I would be proud to share, but I will settle for something not embarrassing.

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.