Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
14
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, 2014-2020

Professional associations

  • Estate Planning Council of Rhode Island