Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Charitable Giving


  • ChFC® Chartered Financial Consultant®
  • BFA™ Behavioral Financial Advisor
  • Master of Business Administration
  • Bachelor of Science Degree


  • University of Dallas MBA 1988
  • Milwaukee School of Engineering 1984 BS in Electrical Engineering Technology

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018 - 2023
  • Barron’s Top 1,200 Financial Advisors, 2014 - 2023
  • Ameriprise Circle of Success Hall of Fame, 2020
  • Ameriprise Circle of Success, 2009 - 2022
  • Five Star Wealth Manager, 2012 - 2016, 2021
  • Ameriprise Chairman's Advisory Council, 2014 - 2023
  • Financial Times 400 Top Financial Advisers, 2020
  • Rise Private Wealth Management, Ameriprise Community Impact Award , 2017

Honored to receive recognition

Helping my clients, their families and friends stay focused on their long-term financial goals is my top priority. Because of this, I’m proud to share that I’ve been recognized on 2 industry publications’ top financial advisor lists: Barron's 2022 Top Advisors by State (#1) and Forbes Best-in-State Wealth Advisors in 2022 (#6) .

Thank you to all of my loyal clients for believing in me and to everyone on my outstanding team. Your continued trust has made this recognition possible.

Community participation

Serve on the Board of Directors Member for Families in Transition (May 2021)

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Messiah Lutheran Church, Member, Amherst, NH

Family Promise of Southern New Hampshire, Hudson, NH, Volunteer Capital Campaign Committee

Drop off site for Toys for Tots

Office volunteers as a team and with clients at the New Hampshire Food Bank


In my free time I love golfing, fishing, traveling, spending time with my family, and following sports. As a family, ween joy wintering in Lakewood Ranch, Florida, and on my bucket list of places to travel is Australia, New Zealand, Northern Italy, and Switzerland. Let me know if there’s something I must-see while I’m there!

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.