Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Charitable Giving
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Community participation

  • Volunteer as a group (advisors, staff and clients) each year at the NH Food Bank as part of the Ameriprise Financial National Day of Service
  • Drop location for Toys for Tot
  • Food Drive during Holiday Season