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

  • 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

Qualifications

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

Education

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

Community participation

  • As a family, we support many charities which include the Vermont Respite House, Williston Community Food Shelf, and the Ronald McDonald House.
  • For many years, I coached both of my sons' Baseball and Basketball teams in Williston, VT.
  • Annually, our team volunteers at a local charity. Most recently this was at the Audubon Society in Huntington, VT.
  • As a team we contribute annually to a variety of charities which includes COTS, Camp Ta-Kum-Ta, Feeding Chittenden, Hunger Free Vermont, King Street Center, Ronald McDonald House Charities, Spectrum, Vermont Children's Trust Foundation, and VYCC.

Interests

  • Spending time and creating memories with my family, which includes my wife, Mary Jo, and our two boys, Jackson and Connor.
  • As a family, we enjoy many outdoor activities such as biking, skiing, traveling to new places, and kayaking.
  • All types of fishing. This includes fly-fishing in a small mountain stream, bass fishing from kayaks, and deep-sea fishing.
  • Watching our boys compete in a variety of team sports. This includes high school sports and a variety of AAU basketball leagues.

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.