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.

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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving


  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®
  • Notary Public


  • Bachelor's in Political Science with a minor in Economics. Keene State College, Keene, NH, 1989.

Awards & recognition

  • Ameriprise Circle of Success, 2000 - 2023
  • Ameriprise Diamond Ring Club, acheived in 2013
  • Hughes Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2023
  • Forbes Best-in-State Wealth Advisors, 2023-2024

Professional associations

  • Circle of Success Recognition Program
  • Financial Planning Association
  • The American College of Financial Services

Community participation

  • Supporter: Scarborough High School Lacrosse Boosters
  • Participant: 100 Men who care – Southern Maine Chapter
  • Supporter: Scarborough Schools Back Pack Program
  • Supporter: Scarborough Alpine/Nordic Ski Club, Scarborough, ME
  • Supporter: Scarborough High School Red Storm Football, Scarborough, ME
  • Sponsor and Volunteer: Guiding Partner with Good Shepherd Food Bank of Maine


  • Family time
  • Helping in the community
  • Skiing
  • Tennis
  • Reading on the beach
  • Boating/fishing
  • Red Sox, Patriots, Celtics!

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.