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
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Saving for Education
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • CT Life & Health

Interests

  • I love sports including baseball, football and basketball.
  • I enjoy cooking big meals for my family and friends.
  • My wife and I love to travel domestic and international.
  • I love to spend time with my son Cooper.
  • I love fast cars like my Corvette

Community participation

I volunteer as an alumni advisor for the UConn chapter of the Alpha Epsilon Pi fraternity.

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2013 - 2020
  • Forbes Top Next-Generation Wealth Advisors, 2017
  • Five Star Wealth Manager, 2012 - 2019