Advisor profile

What you can expect when you work with me

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.

Get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance

Education

  • University of Vermont, Bachelor of Science 1984

Previous experience

  • Financial Advisor, Mutual of Omaha Investor Services, Omaha, NE, 2011-2015
  • Managing Principal, LPL Financial Corporation, San Diego, CA, 2006-2010
  • Branch Manager, Commonwealth Financial Network, Waltham, MA, 1998-2006
  • District Manager, American Express Financial Advisors, Minneapolis, MN, 1989-1998

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

  • Beyond the Yellow Ribbon

Interests

  • Avid Boston Red Sox and New England Patriots Fan
  • Gourmet Cooking
  • Musician in a Bluegrass Band and a Classic Rock Band
  • Singer-Songwriter
  • Woodworking and Furniture Building
  • Traveling

My photos

6 albums
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