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

  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
26
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

Education

  • Boston College 1982 B.A. Economics/Theology

Interests

I enjoy reading, spending time with family and outdoor activities.

Community participation

I contribute regularly to non-profit organizations associated with fighting cancer, Alzheimer's and ALS.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019
  • Five Star Wealth Manager, 2012