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
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Ithaca College, Bachelor of Science, Business Management, Finance Minor

Interests

  • I enjoy skiing, camping, and spending time with family.

Community participation

Rotary International:

I am an active member of the Milford, NH Rotary Club. Within our club, I serve as the Foundation Treasurer and Scholarship Chairman. I also participate with several other community events throughout the year.

Animal Rescue League of NH:

I have been a business sponsor of the ARLNH since 2008. I enjoy working with this organization and helping them with their goals and mission.

Awards & recognition

  • Ameriprise Circle of Success, 1999-2013
  • Five Star Wealth Manager, 2014, 2015

Professional associations

  • Certified Financial Planner (tm) practitioner

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.