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

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Retirement Income Strategies
29
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℠
  • Bachelor of Science Degree, Finance
  • Member, Financial Planning Association

Education

  • Central Connecticut State University

Interests

Sailing

Hiking

Motorcycle riding

Spending time with family

Beekeeping

Community participation

  • Simsbury Chamber of Commerce
  • Covenant To Care For Children

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019
  • Five Star Wealth Manager, 2012-2018
  • Ameriprise Circle of Success, 2007-2017