Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Military Financial Advisor
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Certified Military Financial Advisor

Education

  • Bachelor of Science, Accounting, University of Connecticut, Storrs, Connecticut

Awards & recognition

  • Five Star Wealth Manager, 2014
  • FIVE STAR Wealth Manager, 2016
  • Five Star Wealth Manager, 2021
  • Five Star Wealth Manager, 2022

Community participation

  • Board member for Fitness Class Training
  • Board member for Open Doors Outdoors
  • Board member for The Rideshare Company

Interests

  • I enjoy running and doing Crossfit.
  • My wife and I enjoy watching professional golf. We have been lucky enough to have attended the Masters, the US Open and the Ryder Cup.
  • My favorite vacation destination is Nantucket.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.