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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
30
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Keene State College, BA Psychology/Business Management

Interests

  • When I am not in the office, I spend as much time as possible with my wife and kids, watching their rock climbing competitions, swim meets or tennis matches, or just enjoying family dinners and games. I also enjoy a round of golf, when it fits into the schedule!

Community participation

I have coached numerous childrens sports over the years. I have also supported, and continue to support Crossroads RI, RI Community Food Bank, House of Hope and Moses Brown School, as well as local YMCA events and the Lincoln Teachers Association Scholarship Committee.

  • Rhode Island Community Food Bank
  • House of Hope
  • Crossroads Rhode Island
  • Moses Brown School

Awards & recognition

  • Ameriprise Circle of Success, 2006-2016
  • Five Star Wealth Manager, 2012-2015

Previous experience

  • Lender, Household International, 1985-1990