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
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Investment Management
  • Retirement Income Strategies

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Rhode Island Insurance Producers License

Education

  • Central Michigan University B.S. in Marketing

Interests

  • Working with local charities to help support their efforts
  • Sporting Clay shooting, fishing, and hiking
  • Redsox and Patriot fan

Community participation

  • St Pauls Lutheran Church Council Member since 1993
  • Wakefield Rotary Club, Chairman of The South County Hot Air Balloon Festival since 1997
  • Ducks Unlimited Member and Volunteer since 1975
  • "Men Who Make A Difference" award as provided by the Domestic Violence Resource Center
  • "Exemplar Award" as provided by the Wakefield Rotary Club
  • "2012 Community Impact Award" as presented by the Domestic Violence Resource Center with Certificates of Recognition from Rhode Islands Congressmen, Senators, and Attorney General.

Professional associations

  • South County Business Alliance