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
  • Retirement Planning Strategies
  • Saving for Education
  • Divorce Financial Planning
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative
  • Life and Health Licensed
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Dartmouth College, Class of 2005, Artium Baccalaureus
  • Tuck School of Business at Dartmouth College, Certificate Program

Interests

  • I'm an award winning homebrewer and am a Certified Cicerone. I also dedicate time to beer writing with the Maine Brew Guide that comes out semi-annually.
  • I'm an active outdoorsman and have recently summited Mt. Kilimanjaro in Africa and the Salkantay Pass in Peru.
  • Am an active Dartmouth College alum.
  • Avid Crossfit member - Crossfit Casco Bay, Portland, ME.

Awards & recognition

  • Ameriprise Mercury Award, 2006