Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
  • Wealth Preservation Strategies
36
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

Interests

  • I enjoy adventure travel. Hiked to Machu Picchu with family
  • We downhill and cross country ski
  • I particpate in golf and tennis leagues
  • We like spending much of the summer at Martha's Vineyard

Community participation

Rotary club of Wakefield RI

  • President 2000-2001
  • Chair - Wakefield Foundation 2005
  • Rotarian of the Year 2005

Peace Dale Congregational

  • Church President 1990
  • Capital Campaign chair 2005
  • Youth advisor leading homeless awareness mission - 2008/09