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 Plan Distribution
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Suffolk University - B.S.B.A Marketing 1985

Interests

I like all Boston Sports teams especially hockey

Awards & recognition

  • Five Star Wealth Manager, 2015
  • Ameriprise Circle of Success, 2018
  • Five Star Wealth Manager, , 2020