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
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
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • APMA™ Accredited Portfolio Management Advisor™


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

Awards & recognition

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

Professional associations

  • Certified Financial Planner (tm) practitioner

Community participation

Rotary International:

I am an active member of the Rotary Club of Milford NH. Within our club, I am currently the President Elect, and will be serving a term as President for the 2022-2023 fiscal year. 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.


  • I enjoy skiing, camping, and spending time with family. I also hold a Master Diver rating for SCUBA and enjoy traveling to new and exciting dive sites.

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.