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

  • Investments
  • Retirement Planning Strategies
  • Employee Stock Options
  • Divorce Financial Planning
  • Social Security Retirement Benefits
  • Investment Management
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, Economics, University of Vermont, Burlington, VT

Interests

Family, community participation, playing guitar/music, volunteering, golf, basketball, baseball, NFL, cooking and time with my son.

Community participation

I volunteer several times annually with Junior Achievement and teach financial literacy to high school students.

In addition, I volunteer with the CFA Society Boston's Financial Literacy Committee and participate in their Mentorship Program.

I volunteer with the Boston Estate Planning Council on their Membership Committee.

I also participate in the Community Connections program with Ameriprise and The Weymouth Club in Weymouth, MA.

Professional associations

  • Boston Estate Planning Council
  • Boston Trusts & Estates Consortium

Previous experience

  • Park Street Capital/Fidelity Investments, 2014-2016
  • Consultant Relations - Gordon Brothers Credit Partners, 2012-2014
  • Research Associate - Prime Buchholz, 2008-2011
  • Consultant Support Analyst, New England Pension Consultants, 2006-2008
  • Service Trader/Inside Whoesaler, Fidelity Investments 2000-2006