Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Investments
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Small Business
  • Retirement Income Strategies
17
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
  • 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 Client Experience Award, 2020
  • Ameriprise Circle of Success, 2013, 2015-2020
  • Five Star Wealth Manager, 2016-2020
  • Ameriprise Chairman's Advisory Council, 2010

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.