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
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
  • Business Retirement Plans


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • University of Southern Maine: Business Administration - Associates Degree 1998

Awards & recognition

  • Ameriprise Circle of Success, 2014, 2020 & 2022
  • Burd & Dalessandro Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • Burd & Dalessandro Wealth Management, Ameriprise Client Experience Award, 2021

Community participation

  • Southern Maine Raging Bulls AAA Semipro Football: 2015 & 2016 Season
  • South Portland Youth Football Coach for 4th and 5th Grade.
  • Community Counseling Center: Board of Directors 2010-2014
  • United Way of Greater Portland, CA$H Program: Creating Savings Assets & Hope
  • Habitat For Humanity 2016-2017
  • Community Counseling Center- Portland, Maine


  • Skiing and Camping with my boys, Jonathan (17) and Gavin (13)
  • Colette (Coco) is 5 and Bode is 3 and both keep my wife, Tasha and I busy.
  • I decided at age 36 to give one more shot at football and played for the Southern Maine Raging Bulls in 2015 & 2016 but have since retired.
  • My Oldest son Jon does track & Cross Country and is a Senior in High School this year.

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.