Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 7

Education

  • Cornell University, Civil and Environmental Engineering, BS, 1979

Awards & recognition

  • Five Star Wealth Manager, 2022, 2023
  • Ameriprise Client Experience Award, 2020, 2021, 2023

Previous experience

  • Vice President & Wealth Management Advisor at Merill Lynch, 1997-2019

Community participation

  • Member Rhode Island Manufacturers Association (RIMA)

Interests

Personal interests:

Family, travel, sports car enthusiast, Boston Celtics fan

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.