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 Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 66
  • IAR Insurance
  • Life, Health, and Disability Insurance

Education

  • University of Massachusetts Lowell, Bachelors of Science in Accounting and a Minor Civil Engineering

Interests

Watching and playing golf

Coaching, playing and watching softball

Reading financial books, newspapers and magazines

Target shooting

Coaching basketball

Community participation

The Jimmy Fund

Wounded Warriors

Family Reach Foundation

Connecticut Food Bank

Volunteer at Pine Street Inn

Awards & recognition

  • Five Star Wealth Manager, 2017
  • Ameriprise Client Satisfaction Score (Top Score), 2014

Professional associations

  • Toastmasters International

Previous experience

  • Army, Army National Guard and Army Reserves, 1986 to 2000