Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving
  • Estate Planning Strategies
  • Small Business
28
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®
  • Series 7
  • Series 63
  • Life, Accident and Health

Education

  • Bentley College, Bachelors of Science in Accountancy

Interests

  • As our three children grow, Julie and I enjoy spending time with them, attending their school functions and sporting events.
  • We enjoy our opportunities to travel, both as a family and with friends. Our time away as a family is important as it provides an opportunity to spend quality time together in different settings and away from our normal routines, allowing us to reconnect and recharge.
  • Giving to charities has become a growing part of our lives. We enjoy including our children and teaching them the value of giving.

Community participation

  • Family Reach Foundation
  • Connecticut Food Bank
  • Room to Dream Foundation
  • Habitat for Humanity Greater Boston
  • Volunteer at Pine Street Inn
  • Charles River Conservancy

Awards & recognition

  • Barron’s Top 100 Independent Financial Advisors, 2020
  • Barron’s Top 1,200 Financial Advisors, 2015-2022
  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Ameriprise Chairman's Advisory Council, 2002-2022
  • Five Star Wealth Manager, 2013-2014, 2016-2022
  • Ameriprise Client Experience Award, 2020-2021

Professional associations

  • Financial Planning Association
  • Financial Advisor IQ Leadership Council

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.