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

  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor™

Education

  • B.A. History - Dartmouth College - 2004

Interests

- 2008 USA Olympian - Raced triathlon professionally - 2x World Champion (Duathlon 2009, Under 23 2005), 2009 Hamburg WTS Champion, 2005-2016 US National Team Member, 3x US National Champion

- Continue to work with triathletes, mentoring up and coming triathletes and helping create race opportunities for young draft legal triathletes

- Enjoy helping with running and triathlon races