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

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Retirement Income Strategies
31
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
  • CLU® Chartered Life Underwriter®
  • APMA® Accredited Portfolio Management Advisor℠
  • AIF® Accredited Investment Fiduciary
  • Bachelor of Science Degree, Finance
  • Member, Financial Planning Association

Education

  • Central Connecticut State University, Bachelor of Science, Finance

Interests

Sailing

Hiking

Motorcycle riding

Spending time with family

Beekeeping

Community participation

  • Covenant To Care For Children
  • Foodshare
  • Simsbury Chamber of Commerce
  • Gifts of Love
  • Healing Meals Community Project
  • A Promise to Jordan

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019, 2021
  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2007-2020

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.