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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Siena College, Loundonville, NY, 1998

Interests

  • I enjoy spending time with my wife, Mary Jo, and our two boys, Jackson and Connor.
  • I enjoy running to stay healthy and fit.
  • I love fly fishing the New Haven River and Otter Creek.
  • My family and I enjoy hiking, bike riding, skiing and traveling.

Community participation

  • I am a supporter of Vermont Respite House and Boys & Girls Club of Burlington.
  • I coach my son's Baseball and Basketball teams in Williston, VT.
  • Semiannually, our team volunteers at the Chittenden Emergency Food Shelf in Burlington, VT.
  • As a team we contribute annually to Vermont Foodbank, Committee for Temporary Shelter, and Feeding America, King Street Youth Center, Northern Friends of Haiti and the Wounded Warrior Project.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.