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

  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • RICP® Retirement Income Certified Professional®
  • Certified Fund Specialist (CFS)

Education

  • BSBA Marketing, Bryant University, 1986

Interests

  • Hiking
  • Bicycling

Awards & recognition

  • Five Star Wealth Manager, 2013-2020