Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Insurance
  • Investment Management
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 & 66 Licensed
  • Life, Health and Variable Annuity Licensed
  • Certified to sell Long Term Care in MA

Education

  • University of Massachusetts, Amherst, MA Bachelor of Science

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

American Lung Association of the Northeast - supporter and event sponsor

Best Buddies International - supporter

Boston Children’s Hospital - supporter and event sponsor

Boston Wounded Veterans - supporter and event sponsor

Boys and Girls Club of Newton - supporter and event sponsor

Cops for Kids with Cancer - supporter and event sponsor

Cure SMA - supporter and event sponsor

Melanoma Foundation of New England - supporter and event sponsor

Run for Bauman - supporter and event sponsor

South Shore YMCA - supporter and event sponsor

Wakefield Track - supporter and event sponsor

YMCA of Metro North - supporter and event sponsor

Interests

  • I like to stay active by golfing, skiing, mountain biking and playing tennis.
  • Avid New England sports fan

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.