Advisor profile


What you can expect when you work with me

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.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BS in Accounting, Husson University, Bangor, ME, 1980
  • Masters in Taxation, Bentley College, Waltham, MA, 1994

Awards & recognition

  • Five Star Wealth Manager, 2013-2024
  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Ameriprise Client Experience Award, 2023

Professional associations

  • Financial Executives International, Boston Chapter

Previous experience

  • First VP of Investments, Financial Advisor | Wells Fargo Advisors, 2009-2020
  • Financial Advisor | Morgan Stanley ( Citi-Smith Barney), 2001-2009
  • Financial Advisor | Merrill Lynch, 1999-2001

Community participation

  • Salvation Army, Greater Boston Advisory Board, Executive Committee Co-Chair
  • Stephen's Minister

Interests

  • All New England and Boston sports!
  • Classic Cuisine