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
  • Small Business
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
23
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • BFA Business Financial Advisor

Education

  • B.A., Boston University, 1991
  • M.B.A., Boston University, 1997

Interests

Spending time with my wife and three children

Playing sports including softball, football and basketball

Keeping physically fit with boot camp workouts

Community participation

Corporate sponsor of Warmlines in Newton, MA.

Coach, Newton Girls Softball

Coach, Newton YMCA Basketball

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2011

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.