Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments
  • Social Security Retirement Benefits
  • Insurance
34
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
  • CLTC® Certified Long Term Care®
  • Business Financial Advisor

Education

  • B.S. Management/Finance, Bentley University, Waltham, MA

Interests

  • I enjoy supporting academic achievement in our community
  • Attending high school and college sporting events
  • Participating in alumni and cultural organizations
  • Enjoying the four seasons in New England

Community participation

  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

    * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

  • Chamber of Commerce
  • E Club Alumni Organization
  • Various scholarship committees
  • Italian American Association of Everett

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2021