Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Keene State College, BA Psychology/Business Management

Awards & recognition

  • Ameriprise Circle of Success, 2006-2021
  • Ameriprise Circle of Success Diamond Ring, 2009

Previous experience

  • Lender, Household International, 1985-1990

Community participation

I have coached numerous children's sports over the years. I have also supported, and continue to support Adoption Rhode Island, Foster Forward, the RI Community Food Bank, House of Hope, as well as The Putnam Rotary, Putnam CT., Read To Succeed, for Providence school children, The East Greenwich Odeum, and various alma maters of our family, such as Keene State College and Moses Brown School.

  • Rhode Island Community Food Bank
  • House of Hope
  • Read To Succeed

Interests

  • When I am not in the office, virtually or physically, I enjoy time with my wife, Lynn, in Rhode Island or Florida, and connecting with family and friends throughout the country. I always try to stay healthy by playing tennis or golf, and by attempting to eat well and make smart choices.

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.