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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care®
  • 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.

Awards & recognition

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

Community participation

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

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!

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.