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
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Wealth Preservation Strategies
18
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℠

Education

  • Bentley University, B.S. Finance

Interests

  • I enjoy both traveling, and spending time at our home with my wife Hulya, and our two-year old dog Calla.
  • While growing up in CT, and attending college and living Boston for over a decade, I am a passionate New England sports fan and love catching a game at Fenway, the Garden, or Foxboro throughout the year.
  • As a fairly avid reader I am always looking for a new good book, and appreciate the many client recommendations over the years.

Awards & recognition

  • Five Star Wealth Manager, 2014-2021

Honored to receive industry recognition

I’m honored to announce I’ve received a 2021 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.

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.