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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
15
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℠
  • BFA™ Behavioral Financial Advisor™

Education

  • BA, SUNY Empire State College, Syracuse NY

Interests

I divide my time between my office in Bangor, Maine and my office in Billings, Montana, so I'm able to enjoy many diverse outdoor activities. My wife Sarah and I sea kayak to remote islands along the Maine coast, spotting harbor seals and dolphins along the way. Further inland we hunt for edible mushrooms in the mossy, deciduous forests. In Montana, where Sarah and I were born and raised (in Missoula and Billings respectively), we have unparalleled hiking and fishing. When we're closer to home I hone my skills as a lifelong musician and composer, and our 120 year old home ensures I get to enjoy a lot of carpentry practice.

Community participation

  • Billings Chamber of Commerce
  • Bangor Region Chamber of Commerce
  • Member of Orono Downtown Association
  • Maine Island Trail Association Supporter
  • Mabel Wadsworth Center Supporter
  • Orono Land Trust Supporter
  • Orono Public Library Supporter

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021, 2022
  • Ameriprise Circle of Success, 2016-2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Previous experience

  • Owner of Techworks IT Consulting, 2002-2008

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.