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
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA, Business Management - Boston University
  • CLTC® Certified Long Term Care®
  • Life, Accident & Health license
  • Series 7 License: General Securities Representative
  • Series 63 License: Uniform Securities Agent State Law

Education

  • MBA Business Management Boston University, 2003 - Boston, MA
  • BA Political Science/ Pre-Law Niagara University, 1980 - Niagara Falls, NY

Interests

  • Spending time with the family
  • Sports - basketball, cycling, triathlons
  • Landscaping

Community participation

            • 2009 – Present – Red Cross Blood Donor
            • 2014 - Present – Boston Play Forever Basketball League
            • 2017-Present - Volunteer at Rosie's Place
            • 2019 – Boston Triathlon Team Member
            • February 10th, 2019 – Boston Triathlon Team IndoorTime Trial
            • March 24, 2019 – RaceMania - Volunteer
            • June 23rd, 2019- Cohasset Triathlon - Participant
            • July 28th, 2019 – Boston Triathlon - Participant
            • August 24th, 2019 - Cranberry Triathlon - Participant& Volunteer
            • September 7th, 2019 - Hyannis Triathlon - Participant
            • September 14th, 2019 - Pilgrimman Triathlon

Awards & recognition

  • Five Star Wealth Manager, 2014-2020

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.