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

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Small Business
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Family Finances
  • Estate Planning Strategies
  • Domestic Partner Planning
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 License - General Securities Representative
  • Series 66 License - Investment Advisory Agent
  • Life, Health & Variable Annuity Licensed

Education

  • Northeastern University- MBA: Master of Business Administration
  • University of Vermont-B.S. Business Administration

Interests

Hiking, Skiing and Snowboarding, Racquet Sports, Horseback Riding, Spending Time with Family

Community participation

Participate in the National Day of Service. Support the Greater Boston Food Bank.

Volunteer at the Boston Marathon Jimmy Fund Walk.

Awards & recognition

  • Five Star Wealth Manager, 2013-2015, 2018-2019

Professional associations

  • Boston Young Professionals Association
  • College for Financial Planning