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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • College of the Holy Cross, Worcester, MA, BA History

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2018-2021
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Ameriprise Circle of Success, 2017-2022
  • Five Star Wealth Manager, 2015, 2018, 2022-2024
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022-2023
  • Ironsides Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2021
  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • Financial Planning 40 Regional Advisors Under 40, 2022-2024

Community participation

Mary Kate's Legacy - Helping make life easier for children with disabilities and their families

Ethan M. Lindberg Foundation- Providing medical and patientcare assistance for children and families dealing with congenital heart disease

Interests

  • Downhill skiing (Recently tackled Big Sky, Montana)
  • Traveling with my wife, Courtney
  • Wine Tasting
  • Soccer
  • Cooking

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.