Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
37
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
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CASL® Chartered Advisor for Senior Living®
  • CLTC® Certified Long Term Care®
  • Financial Advisor
  • Bachelor of Science Degree

Education

  • Plymouth State College, B.S., Business Management, 1979

Awards & recognition

  • Five Star Wealth Manager, 2021
  • Better Business Bureau Accredited, 2011-2019

Community participation

The Londonderry Rotary Club

I have been a member of The Rotary Club of Londonderry, 26 years and counting. It is my way of continuing to give back to our community. I have served as President two times in 1994 to 1995 and 2010 to 2011 and I have been a board member for most of my tenure.

The Greater Derry Boys and Girls Club - It Just Takes One program

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

  • Playing golf is my personal refresh button!
  • Time with family.
  • Working in the community with my Rotary club colleagues.
  • Reading a good book, anytime, anywhere.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.