Advisor profile


What you can expect when you work with me

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.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA , Economics, College of the Holy Cross, Worcester MA

Awards & recognition

  • Ameriprise Circle of Success Hall of Fame, 2021
  • Forbes Best-in-State Wealth Advisors, 2022-2024
  • Five Star Wealth Manager, 2013-2022
  • Curtin and Associates, Ameriprise Client Experience Award, 2023

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Supporter: Peabody Essex Museum Salem, MA

Supporter: North Shore Music Theatre Beverly, MA

Supporter: St. Jude Children's Research Hospital

Supporter: WSPA and MSPCA

Supporter: Lazarus House Ministries, Inc.

Supporter: Trustee of Reservations MA

Interests

My interests include traveling with my wife Jodi, as often was we can. We like to discover new destinations and experience these cultures together.

I spend a lot of my free time coaching sports, enjoying the outdoors and helping out at school with my three sons, Jack, Luke and Evan.

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.