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

  • Women's Financial Strategies
  • Investments
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Small Business
  • Retirement Income Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7, 9, 10, and 66 License
  • Life Insurance; Accident; Health or Sickness; Variable License

Education

  • Bachelor of Science, The University of Connecticut School of Business, 2001-2005

Interests

    Born and raised in Connecticut, I reside in Essex with my wife, Kellyanne.
    I graduated from the University of Connecticut.
    At 5am most days you can find me running out the door to break a sweat. It may be swimming, cycling or running; it just depends on the structured plan I have in place. I truly enjoy triathlons, with Ironman distance as my focus.
    My family and friends are the most important thing in my life.
    My clients are my family.
    I take great pride in helping my clients reach for their dreams.

Community participation

  • Race Director, Cedar Lake Triathlon Series
  • Former Race Director, Lake Terramuggus Triathlon Series
  • Co-Race Director, Niantic Jingle Bell 5k
  • I am involved with the Brian Dagle Foundation, whose mission is to offer hope and healing for those grieving the loss of someone special or struggling with the challenges of life by providing support services in the Southeastern Connecticut Community.
  • Volunteer, Connecticut Food Share

Awards & recognition

  • Ameriprise Circle of Success, 2013, 2015-2019
  • Five Star Wealth Manager, 2019
  • Ameriprise Chairman's Advisory Council, 2010
  • Ameriprise Mercury Award, 2006