My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • I love to spend time in New England's great outdoors.
  • Spending time with my wife Carrie and children, Patty and Kiernan.

Community Participation

Falmouth Youth Soccer Association (coach)

20
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 3 reviews 100.0

Areas of Focus

  • Saving for Education
  • Retirement Planning Strategies
  • Small Business

Education

  • University of New Mexico, B.A. in Spanish and Political Science

My Videos(1 videos)