Advisor profile


What you can expect when you work with me

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.

Get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Stonehill College | BA, Mathematics & BA, Economics | 2007

Awards & recognition

  • Financial Planning Top 40 Regional Advisors Under 40, 2022-2024
  • Forbes Best-in-State Wealth Advisors, 2018-2019, 2021-2023, 2025
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Forbes Top Next-Generation Wealth Advisors, 2017-2018
  • Ameriprise Circle of Success, 2020-2022
  • Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Senior Vice President - Wealth Management & Senior Financial Advisor | Merrill Lynch, 2007-2019

Community participation

  • Assistant Ice Hockey Coach | York High School
  • Learn to Skate/Learn to Play ice hockey coach for 4-6 year old's | The Maine Evolution Youth Hockey Program
  • York Golf and Tennis Club
  • Safari Club International
  • BYHA Youth Hockey Coach
  • MLL Little League Baseball Coach

Interests

  • Family - my wife, Heidi and two boys, Wyatt & Owen
  • Being outdoors
  • Traveling
  • Spending time at the lake
  • Fishing
  • Athletics - hockey, baseball and golf
  • Camping
  • Cooking
  • Maintaining and enjoying our property

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.