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
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Women's Financial Strategies
  • Charitable Giving
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • FINRA Series 7 License, Life Insurance License, Long Term Care Insurance License

Education

  • Bryant University, Bachelor of Science in Business Administration Smithfield, RI

Interests

  • Spending time with my family.
  • Playing and watching hockey.
  • Skiing New England mountains.
  • Golfing.
  • Fishing

Community participation

Industrial Foundation of Burrillville

Former Dexter Credit Union Board Member, First Vice Chairman

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2016, 2017, 2018, 2019
  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2019

Previous experience

  • Merrill Lynch, Assistant Vice President, Financial Advisor, 2005-2011
  • Morgan Stanley, Financial Advisor, 1999-2005