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

  • Estate Planning Strategies
  • Retirement Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • Ameriprise Financial, Brunswick, ME, financial advisor,1997 to present
  • Consulting Specialist, TRC, Windsor, CT, 1995 -1997
  • United States Army Reserve, Captain, 1980 -1995

Education

  • M.S., 1993 Tufts University Medford, MA
  • B.S., 1985 Zoology, University of Maine, Orono

Interests

  • Sustainable Energy
  • I enjoy outdoor recreation including kayaking
  • Special Education Advocacy
  • Youth Theatre

Community participation

  • Maine Muscular Dystrophy Association
  • Midcoast Youth Theatre
  • Riverview Foundation
  • Brunswick Community Arts