Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, 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
27
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, 2015-2021
  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Five Star Wealth Manager, 2013-2014, 2016-2021
  • Ameriprise Chairman's Advisory Council, 2002-2021
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Financial Planning Association

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.