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
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving
  • Estate Planning Strategies
  • 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®
  • 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
  • Operation Walk

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2015-2019
  • Financial Times Top 400 Advisers, 2015-2019
  • Forbes Best-in-State Wealth Advisors, 2018-2019
  • Five Star Wealth Manager, 2013-2014, 2016-2019
  • Ameriprise Chairman's Advisory Council, 2002-2019

Professional associations

  • Financial Planning Association