Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Family Finances
  • Tax Planning Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law
  • Life, Accident & Health license
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • BBA Finance, The George Washington University, 2011

Interests

  • Spending time with family
  • Playing tennis and golf
  • Watching football (Go Pats!)
  • Trying new recipes
  • Traveling! Favorite spots... Italy, Paris, Scottsdale, and DISNEY!

Community participation

  • Ozzie's Kids, helping upwards of 1,000 children over the holidays
  • Rosie's Place, an all women's shelter in Boston, MA
  • Catie's Closet, clothes for high school aged children

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2018-2020
  • Five Star Wealth Manager, 2017-2018

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.