Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
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
  • Investments
  • Retirement Income Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Family Finances
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • CLTC® Certified Long Term Care
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Five Star Wealth Manager, 2013-2024
  • Ameriprise Client Experience Award, 2020-2021, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Previous experience

  • CEO, Ro-Jack's Food Stores, Inc, Mansfield, MA, 1995-2000

Interests

I enjoy spending time with my family especially my 6 granddaughters

I love to travel

I enjoy cooking and entertaining family & friends

I am an avid gardner and spend many sunny days working in my yard

I like to listen to all genres of music (jazz, blues and rock)

I enjoy an occasional game of golf

I enjoy following the New England Patriots and the Boston Red Sox