Advisor profile


My approach

Are you searching for ways to plan for your financial goals? Are you saving for retirement, college for your kids, or a longed for home improvement project or dream vacation? You may be unsure about what steps to take to reach your goals and dreams.

I can help. I’ll take the time necessary to listen to you carefully and understand your goals. I’ll then help you create a manageable, workable plan to pursue those goals. Together we will find the proper investment opportunities that look to help you achieve your dreams.

Now, more than ever, you need a well thought out plan. I can help you develop a customized financial plan that both aligns with your values and helps you plan to achieve your goals. Call me today.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
25
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®
  • AAMS® Accredited Asset Management Specialist℠
  • B.A. Economics - University of Connecticut
  • Series 7
  • Series 63

Education

  • University of Connecticut, B.A. in Economics

Interests

  • Spending time with my wife and son
  • Actively involved in youth hockey.
  • Playing golf as often as possible
  • Attempting to learn how to sail and fly fish.....

Community participation

  • Past Chairman of the Willington Planning and Zoning Board 2005-2011
  • Master Mason - Uriel Lodge #23 raised 2007
  • Member Andover Sportsmans Club
  • United Way Past Member 2008-2011
  • Head Coach of House Major&House Minor Hockey Teams 2011/12 (northeastyouthhockey.org)
  • Assistant Coach of Mites C-Team (northeastyouthhockey.org) 2012/13
  • MACC -- Each December since 2011, we raise cash & collect food to support MACC
  • Ameriprise proudly supports Wounded Warrior Project & Warriors To Work

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.