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

  • Retirement Planning Strategies
  • Investments
  • Employee Stock Options
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFC™ Chartered Mutual Fund Counselor™


  • University of Connecticut - Bachelor of Arts - Public Relations - 1992
  • University of Connecticut - Bachelor of Arts - Finance - 1992

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020-2022
  • Barron’s Top 1,200 Financial Advisors, 2017, 2018, 2020-2023
  • Financial Times 400 Top Financial Advisers, 2018-2020
  • Ameriprise Chairman's Advisory Council, 2017-2022
  • Coastal Wealth Management, Ameriprise Client Experience Award, 2021

Professional associations

  • Former PGA Golf Professional

Community participation

  • I am affiliated with the LAMBS (Lawrence and Memorial Hospital Benefactors Sociey)
  • I am a member of the University of Connecticut Alumni Association and support the School of Business, School of Liberal Arts, and the Athletic Department
  • I am a member of Stonington Country Club


  • I enjoy golf, but like many other busy professionals, I am not able to play as often as I would like
  • I am an avid sports fan and I try to follow my favorite sports teams
  • I love spending time with my wife and our families doing almost anything
  • I enjoy reading a good book or magazine article. While I enjoy all topics, I am especially fond of topics related to the financial services industry and true life stories of triumph
  • I enjoy red wines and I am trying to build a collection to share with clients & 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.