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
  • Saving for Education
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Family Finances
  • Employee Stock Options
  • Small Business
26
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
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care®
  • CDFA®; Certified Divorce Financial Analyst®
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Science; Finance, Investment and Communication Major; Babson College, Wellesley, MA
  • Masters of Business Administration; Babson College, Wellesley, MA

Interests

  • Family, Leadership, Coaching, Ironman Triathlons, Boating
  • Ironman World Championship Qualifier - Full Distance Triathlon - 2012, 2015 Kona, HI
  • Ironman World Championship Qualifier - 70.6 Distance Triathlon - 2012, 2015

Community participation

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2019 - 2020
  • Forbes Best-in-State Wealth Advisors, 2018 - 2020
  • Five Star Wealth Manager, 2015, 2016, 2017, 2018
  • Ameriprise Chairman's Advisory Council, 2017
  • Ameriprise Circle of Success, 1995-Present

Professional associations

  • Advanced Advisor Group
  • Ameriprise Financial Services, Inc.