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
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments
  • Social Security Retirement Benefits
  • Insurance
33
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 - 2020