Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Employee Stock Options
  • Family Finances
  • Insurance
  • Investments
  • Saving for Education
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Ithaca College, Bachelor of Arts, Economics.

Interests

  • I spend time away from the office with my two children: Jace (16) & Ella (12). I can often be found rooting for them on the baseball field or at cheer competitions.
  • Our family has two dogs, cockapoos Charlie (5) and Delta (3). They definitely fit the description of "fur babies" and are by our sides constantly.
  • 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, cycling, kayaking, skiing and fishing in my free time.

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)

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.