Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • Bates College, BA Philosophy

Interests

  • Spending time with my wife, sons, family & friends
  • Skiing & Sailing
  • Travel
  • Playing Backgammon
  • Indoor Cycling

Community participation

  • Board Chair- Children's Wishes
  • Investment Committee - The Gordon School
  • Past Board of Governors & Treasurer - The Hope Club
  • Past Board Member - College Hill Neighborhood Association
  • Past Board Member - Rhode Islanders Sponsoring Education

Awards & recognition

  • Five Star Wealth Manager, 2014-2021

Professional associations

  • Estate Planning Council of Rhode Island