Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance

Education

  • BA, Yale University, New Haven, CT
  • JD, Fordham University School of Law, New York, NY

Awards & recognition

  • The Executive Wealth Group, Ameriprise Client Experience Award, 2020-2023
  • Premier Protection Award - RiverSource Life Insurance Company, 2019

Previous experience

  • Merrill Lynch Wealth Management, Financial Advisor, 2011-2017

My Profile

I have worked in the financial services industry since 1997, where I spent fourteen years primarily as an Institutional Equity Salesman focusing on European markets. I made the transition to Wealth Management in 2011 and spent six years with Merrill Lynch before joining Ameriprise Financial Services, LLC in 2017. I advise clients on a wide variety of strategies including Financial Planning, Estate, Retirement and Tax Planning, Life and Long-Term Care Insurance, Lending, and Cash Management. I also advise small and mid-sized businesses on their 401(k), Profit Sharing, and Defined Benefit Plans.

Interests

* I volunteer for Yale University as an ASC Director, coordinating and performing interviews for high school students in NYC who are applying to Yale.

* I also sit on the Board of Directors of the Yale Swimming & Diving Alumni Association.

* I live in Wilton, CT with my wife Emily and our children Julia, Jack, Charlie, and Teddy.