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

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Business Retirement Plans
  • Investments
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor's Degree, Southern New Hampshire University

Interests

I enjoy spending my extra time with family and friends, golfing, and biking.

Community participation

Special Olympics of the New Hampshire Region

Professional associations

  • NH Estate Planning Council

Previous experience

  • Fidelity, Investment Solutions Representative, Merrimack, NH, 2014-2015
  • Citizens Bank, Licensed Banker, Windham, NH, 2015-2016