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 Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law
  • Life, Accident & Health Insurance Producers License
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Business Administration, The University of New Hampshire, 2014

Interests

  • Spending time with friends & family
  • Basketball, Football, Baseball
  • Traveling
  • Trying new beers & wines

Community participation

  • The Genesis Foundation for Children (Brand Ambassador)
  • Cradles for Crayons
  • The Greater Boston Food Bank
  • Rosie's Place