Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

  • University of North Texas 1994-1995 Jazz Studies
  • University of Massachusetts Amherst 1996-1998 Political Economics

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2016, 2022

Community participation

Marlborough Chamber of Commerce

Youth Basketball Coach

Interests

Reading, reading, and more reading. Economic theory, and economic history.

Sports: I play in a couple local over thirty men’s Basketball leagues. I plan to retire from basketball at 45 and move to a stationary bike. Avid Patriots, Celtics, and Sox fan. I also love Formula One racing and attend the Montreal Grand Prix every year.

Arts: Attended the University of North Texas where I received training as a professional jazz drummer. I still play regularly with different groups.

Family: The highlight of my life is spending time with my wife Kerry, my 12 year old son Douglas, and 9 year old son Benjamin.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.