Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
21
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
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Investment Management
  • Charitable Giving
  • Insurance
  • Domestic Partner Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Union College - Bachelor of Arts, Economics (2003)
  • Union College - Minor Degree, History (2003)

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015
  • Ameriprise Circle of Success, 2022-2023

Professional associations

  • College for Financial Planning

Community participation

  • I am involved in my town of Duxbury, MA.

Interests

  • Spending time with my wife Kate and two daughters Abigail and April.
  • I enjoy staying busy by playing golf, hockey, softball, hiking - and doing anything I can outdoors, especially with my shi-poo Frankie!
  • Other hobbies include cooking, reading and traveling - both domestic and abroad.

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.