Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Employee Stock Options
  • Charitable Giving


  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care


  • Merrimack College, Business, Certified Financial Planning
  • American College, Business, Chartered Financial Consultant
  • American College, Business, Chartered Advisor for Senior Living
  • College for Financial Planning, Business,Chartered Retirement Planning Counselor

Awards & recognition

  • Ameriprise Circle of Success, 2009-2013, 2019
  • Ameriprise Circle of Success Diamond Ring, 2022

Previous experience

  • Vice President, BONHAM Corporation, Manchester,NH, 1991-1996
  • Credit Analyst/Commercial Loan Officer, Various Banking Institutions, 1980-1991
  • United State Marine Corps Reserve, Sergeant, 1980-1987

Community participation

Manchester Community Music School, American Cancer Association, Building Dreams for Marines, Goffstown Police Department, Junior Achievement, United States Marine Corps, Manchester Monarchs Education Day, NH Catholic Charities, NH Food Bank, NH Jumpstart, Palace Theatre, Salvation Army, Fisher Cats' Tickets for Kids, Toys for Tots and Wounded Warrior Project, Liberty House


  • Traveling throughout the USA and abroad with family
  • Reading about military history, politics and economics
  • Cycling, scuba diving, golf, hiking in the White Mountains

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.