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
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Insurance
  • Investments
  • Saving for Education
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Ithaca College, Bachelor of Arts, Economics.

Interests

  • I spend time away from the office with my two children: Jace (13) & Ella (9). I can often be found cheering for them on the baseball field or at cheer competitions.
  • I am an avid Boston sports fan. In addition to attending games at the Garden, Fenway, and Gillette as a spectator, I also enjoy golfing and fishing.

Community participation

  • Relay For Life Team Captain
  • Relay For Life Committee Member
  • Relay For Life Leadership Summit 2011

Awards & recognition

  • Ameriprise Circle of Success, 2011
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2011

Professional associations

  • Saugus Chamber of Commerce
  • Ithaca College Alumni Association
  • Million Dollar Round Table
  • Omicron Delta Epsilon, Int'l Honor Society, Economics
  • Danvers Educational Enrichment Partnership (DEEP)