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

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Small Business
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Fund Specialist

Education

  • Bachelor of Finance - University of Massachusetts 1979

Interests

Diet and Excercise

Photography

Travel

Golf

Helicopter Flying

New England Sports Teams - Boston Bruins, Boston Celtics, Boston Red Sox and the New England Patriots

Community participation

Committee Member - American Diabetes Association, Father of the Year Event - 2017