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

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Investments
  • Retirement Plan Distribution
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
  • ChFC® Chartered Financial Consultant®

Education

  • MS in Financial Planning, The College for Financial Planning, Denver, CO, 2012
  • BS in Mech. Engineering, Worcester Polytechnic Institute, Worcester, MA, 1983

Interests

I have been married to my wife, Karen, for 35 years. We have 3 sons that are 30, 26, and 22 years old. Besides my family, my greatest passion is playing golf. I also enjoy listening to music and have played the classical guitar for more than 40 years. I recently completed my masters degree in financial planning from The College for Financial Planning in May of 2012. Prior to becoming a financial advisor, I worked as a mechanical engineer for 7 years.