Advisor profile


My approach

My mission is to navigate you and your family on the journey to financial freedom. My goals are to protect, grow and distribute your wealth based on the course that you set with our guidance and expertise.

Areas of focus

  • Divorce Financial Planning
  • Estate Planning Strategies
  • Small Business
  • Investments
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Family Finances
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA® Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Science, 1991, Finance - Bryant University, Smithfield, RI

Interests

  • Surfing
  • Snowboarding
  • Gardening
  • Woodworking
  • Fishing
  • Spending time with family and friends

Community participation

Planned Giving Committee of American Cancer Society, member, Providence, RI; Bryant University Alumni Board, member, Smithfield, RI; Institute for Divorce Financial Analysts, member, Southfield, MI;

  • Association of Divorce Financial Planners
  • 5 Star Wealth Wealth Manager

Awards & recognition

  • Ameriprise Circle of Success Hall of Fame, 2021
  • Forbes Best-in-State Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2006-2013
  • Premier Protection award, RiverSource Life Insurance Company , 2014-2015

Professional associations

  • Association of Divorce Financial Planners

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.