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

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Domestic Partner Planning
  • Small Business
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

My life outside of my practice revolves around my family. Spending quality time with my wife, Jennifer, and our three children, Ryland, Gavin, and Lyla is most important. We love traveling, spending time at the beach, or just relaxing at home with friends and family. I also enjoy playing golf in my free time with my two brothers and my friends. As a Boston sports fan, I have always followed our local teams. On occasion you can find me at the Boston Garden cheering on the Bruins, at Fenway Park rooting for the Sox, or down in Foxboro at Gillette Stadium catching a Pat's game.

Community participation

Coach - Billerica Little League Baseball

Coach - Billerica Youth Soccer Association

Awards & recognition

  • Five Star Wealth Manager, 2012-2016, 2018