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 Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Small Business
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

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.

Sponsor: Peabody Essex Museum Salem, MA

Sponsor: 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

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2019