Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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.

Community participation

  • Hole in the Wall Gang Camp Volunteer 2008
  • Angel Ride CT Participant 2007 and 2009
  • Board member for The Rideshare Company.
  • Former committee member for the Windsor Locks Preservation Association.
  • Former vitality committee member for the Covenant Congregational Church of West Hartford.

Awards & recognition

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

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.