Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
close
View Larger
Max plays an active role in supporting clients with apositive, solution‑oriented approach that helps keep their planning experiencesmooth and efficient. Max attended the University of Rhode Island and bringsstrong teamwork and service skills to our practice. Outside of work, he enjoysgolf, the gym, sports, and time with family and friends.
SIE Certified (Securities Industry Essentials)
Daniel has been part of our Ameriprise team since 2023, supporting clients with a welcoming, detail‑oriented approach that helps make their financial experience seamless. A lifelong Hollis, NH resident and SNHU graduate, he brings strong operational and client‑service skills to the practice. Outside of work, he enjoys the gym, golf, and time with his golden retriever, Aurora.
Notary Public for the State of New Hampshire
Commission Expires: 05/2031
Fred brings extensive experience in the financial industry and serves as a trusted resource for clients seeking comprehensive financial planning and investment insight. A graduate of Keene State College, he offers a strong analytical approach that helps clients make confident, informed decisions. Outside of work, he enjoys golfing, kayaking with his wife, and following both soccer and Formula 1 racing.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.
Your referral will hear from me soon. Feel free to let them know in advance that I will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2026 Ameriprise Financial, Inc.