Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Retirement Income Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Harvard College 1969-1973 BA History

Interests

I enjoy spending time with my family. My wife, Debbie, owns her own boutique Pilates Studio here on Cape Cod. Our three adult children live nearby and in the summer months we enjoy playing golf and going to the beach together. In the winter we like to go skiing.

Our children were all involved in hockey and or lacrosse at the collegiate level. We continue to enjoy following these sports today. Deb and I also like to travel, with NYC being one of our favorite destinations.

If I have any spare time I enjoy reading history and listening to my collection of 50s and 60s records.

Previous experience

  • First VP Investment Officer at Wells Fargo Advisors 2011-2020, 9
  • First VP Wealth Advisor at Smith Barney 2003-2011, 8
  • First VP Financial Advisor at Morgan Stanley 1995-2003, 8
  • 1st VP Financial Advisor at Kidder (Peabody, MA) 1983-1995, 12
  • College Hockey Assistant Coach (Cornell and Brown University) 1976-1982, 7