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

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor
  • CLTC® Certified Long Term Care®
  • Series 7 License - General Securities Representative
  • Series 66 License - Investment Advisory Agent
  • Life, Health & Variable Annuity Licensed

Education

  • College for Financial Planning
  • University of Maine - Finance Degree
  • Cheverus High School

Interests

I am married and we are proud parents of three children.  I enjoy following the stock market, playing soccer, snowboarding, fishing and golf.  I live in Hampstead, NH and was raised in Sebago Lake Maine area.

Community participation

  • Salem NH Chamber of Commerce - Ambassador Committee Former Member
  • Hampstead Hurricanes U12 Soccer Coach
  • Hampstead Civic Club U9 Soccer Coach
  • Timberlane Youth Soccer Club Sponsor
  • Timberlane Middle School Destination Imagination Team Supporter since 2007
  • Lowell General Hospital Cancer Walk Participant
  • Drew's Team, Inc. (Children's Foundation for Cystic Fibrosis) Sponsor
  • Southeast NH Habitat for Humanity - Farmington Home
  • Former Member Salem NH Rotary
  • Hope on Haven Hill Rochester NH Supporter 2018

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2014-2016

Professional associations

  • University of Maine Business School
  • College for Financial Planning
  • Cheverus High School Alumni Association

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.