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
  • Investments
  • Family Finances
  • Estate Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Eastern Connecticut State University: BS-Education 1977
  • IONA College: MBA-Finance 1981

Interests

My favorite activity and interest is being a dad. Molly is 15 and Miles is 12. Spending time with them is precious. We do anything that involves family, friends, fitness, fresh air, faith, and fun, fun, fun.

I work in our local soup kitchen every Tuesday.

I am active in my town's finances, with the Boy Scouts, and with my church.

It doesn't leave much time for leisure, but when I can manage it, I play a little golf or take my motorbike for a spin on the back roads of CT, NY and MA.

Awards & recognition

  • Ameriprise Hall Of Fame, 2006