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
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


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


  • University of Massachusetts, Amherst, MA Bachelor of Science

Awards & recognition

  • Ameriprise Client Experience Award, 2022, 2021, 2020
  • Ameriprise Ultimate Digital Excellence Award, 2022, 2021

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

South Shore YMCA - supporter and event sponsor

YMCA of Metro North - supporter and event sponsor


  • 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.