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

  • Domestic Partner Planning
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.A. Business Admin. - Finance Saint Michael's College 1983-1987

Community participation

  • Big Brothers / Big Sisters of CT - Mentor - 1996 - present
  • BBBS Member - Board of Directors 2015

Previous experience

  • Vice President and Trust Officer - Chase Manhattan Bank, 1987-2000