Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CASL® Chartered Advisor for Senior Living®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Colby College-BA in Government
  • Colby College-BA in Economics

Interests

I have two great passions in my life, my family and my clients. I am very fortunate to have a career that enables me to indulge both. With seven children between us, Sara and I find it leaves little time for much else. In keeping with our values, we spend most of our time with family and clients. We enjoy theatre, skiing (water and snow), golf, bicycling, tennis (just starting again after a long hiatus), working on our home, eating out (Grill Room and Street and Co. are two of our current favorites), and traveling. Sara and I also love to spend time in Boston and Florida visiting friends.

Community participation

Donor and Supporter of Eastern Trails of Maine

Supported fundraising for the National Leukemia Association

Past Board Member of Portland Public Library

Past Board Member of Counseling Services Inc.

Past Board Member of Big Brothers and Big Sisters of Maine

Awards & recognition

  • Ameriprise Circle of Success, 2018, 2019, 2020

Previous experience

  • Wealth Management Advisor-Northwestern Mutual Investment Services, LLC, October 2002 - May 2016
  • Managing Director - Northwestern Mutual, January 1993 - October 2002
  • Field Training Specialist - Northwestern Mutual, November 1990 - December 1992
  • Special Agent - Northwestern Mutual, March 1984 - October 1990

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.