Advisor profile


Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

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

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPWA® Certified Private Wealth Advisor®
  • CIMA® Certified Investment Management Analyst®
  • CEPA® Certified Exit Planning Advisor®

Education

  • Master of International Business/Economics & Finance | Seton Hall | 2000
  • Bachelor of Civil Engineering | University of Rhode Island | 1993

Awards & recognition

  • Ameriprise Circle of Success, 2020-2024
  • Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2024
  • Forbes Best-in-State Wealth Advisors, 2025

Previous experience

  • UBS FINANCIAL SERVICES INC, 2009-2020
  • MERRILL LYNCH, 2001-2009

Community participation

  • Soccer Coach, Medfield Youth Soccer

Interests

Spending time with my wife and daughters

Pan Mass Challenge

Sports: Soccer, Tennis, Golf

Boating- everything anything Cape Cod

Mountain biking with my Viszla, Mayzie

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.