Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Divorce Financial Planning
16
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 Client Experience Award, 2021

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.