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
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Education

  • University of Rhode Island, Master Public Finance 1975-1976
  • University of Colorado, Bachelor in Political Economics 1968-1972

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

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

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.