Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Insurance
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor SM

Education

  • University of Maine Farmington, B.A Business

Interests

  • Contributor to the Autism Society of Maine.
  • I spend many weekends on my Kayak on Midcoast rivers.

Awards & recognition

  • Ameriprise Circle of Success, 1997; 1999; 2000; 2002; 2004; 2005; 2006; 2007; 2008; 2009; 2010; 2011; 2012; 2013; 2014; 2015; 2016; 2017; 2018
  • Diamond Ring Club, 2014