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

  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63 & 65

Education

  • Providence College - MBA
  • Providence College - B.S.

Interests

  • The American Dream and all that it entails
  • Community participation

    • President of Weymouth Youth Soccer (1,200+ soccer players in our Rec./Travel/Club programs)
    • Regularly participate in Ameriprise Day of Service
    • Coach basketball and soccer
    • Assist my wife, Molly, in her community activities/events/charities
    • Active in my children's schools
    • Give motivational talks to schools, groups, organizations
    • Connect people using my rolodex of relationships to help others

    Previous experience

    • Moors & Cabot, Inc., 2009-2012
    • Merrill Lynch, 1997-2009