Advisor profile


What you can expect when you work with me

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

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association
  • Financial Advisor
  • Master of Business Administration
  • Bachelor of Science Degree

Education

  • University of Hartford MBA Master of Business Administration

Interests

My interests include vacationing in New York City and the Berkshires, as well as being an active member of several Portland community events.

Community participation

  • Portland Historical Society
  • Middlesex County Chamber of Commerce
  • Leave a Legacy Connecticut

Awards & recognition

  • Five Star Wealth Manager, 2019
  • Ameriprise Circle of Success, 2012-2021
  • Ameriprise Circle of Success Diamond Ring, 2021
  • Forbes Best-in-State Wealth Advisors, 2022

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.