Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Business Retirement Plans
  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution

Awards & recognition

  • Michael Stephen Tuell, Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

My son Cooper and I getting ready for practice
My son Cooper and I getting ready for practice
  • Orono Parks & Recreation Field Hockey Coach
  • Eliot Lamb Memorial Canoe Race Volunteer
  • Maine Jr. Black Bears Hockey Coach
  • Big Brothers Big Sisters of Brunswick Donor
  • Alfond Youth and Community Center Donor
  • Boy Scouts of America Donor