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
25
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