Advisor profile


My approach

I care about what’s important to you

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

  • Sustainable and Responsible Investing
  • Charitable Giving
  • Retirement Income Strategies
16
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
  • APMA® Accredited Portfolio Management Advisor℠
  • Chartered Retirement Planning Counselor

Education

  • Springfield College, M.Ed., 2004
  • Connecticut College, BA, 2002

Interests

With two kids and two dogs life is wonderfully hectic. While my soccer playing days are behind me you will find me coaching my son and his teammates throughout the year or sitting in the stands watching my daughter's gymnastics lesson or ballet class. I try to find time for CrossFit during the day and reading at night although time with my wife and children is always the best part of my day.

Community participation

Friends of Homeless Animals is a non-profit, no-kill shelter that focuses on the rescue and placement of homeless dogs and cats.

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2011