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 Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Saving for Education
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Licensed
  • Series 63 Licensed
  • Life, Accident & Health Licensed

Education

  • University of Limerick, Mary Immaculate College of Education. Ireland. BA
  • University of Saarbrucken, Germany. Eurasmus program.

Interests

I love spending time with my family. I have a wonderful wife Heather, two wonderful kids, Caoileen and Liam and the baby of the family our dog - Marley. We enjoy the outdoors - hiking in the Summer and snowmobiling in the Winter. I coach my kids soccer teams and enjoy volunteering at their local school. Travelling is a big part of our life whether it is small day trips to the zoo, visiting family in Ireland or getting "Spumoni Gardens" pizza in Brooklyn. We truly value our family and friends!

Community participation

  • Holy Family Academy, Gardner. P.T.O
  • Gardner Youth Soccer
  • REAL Futbol, Soccer, Paxton MA.

Awards & recognition

  • Five Star Wealth Manager, 2015
  • Five Star Wealth Manager, 2019