Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
17
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Life, Accident and Health License

Education

  • Colgate University, BA, Mathematical Economics, 2005

Interests

  • Spending time in Newburyport, Boston, and Maine with my wife, Jane, our daughter, Nora, our son, George, and our Australian Labradoodle, Lincoln.
  • I enjoy playing golf whenever I can get out.
  • I grew up playing soccer, and continue to play in leagues around the Boston area - hopefully, my knees hold up a bit longer!

Awards & recognition

  • Financial Planning's Top 40 Regional Advisors Under 40, 2022
  • Ultimate Digital Excellence Award, 2021
  • Ameriprise Client Experience Award, 2020, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2011, 2014-2021
  • Five Star Wealth Manager, 2014-2022

Professional associations

  • Ameriprise Advisory Council Member, AAG

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.