Advisor profile

What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care


  • University of Vermont, Bachelors of Science 2003

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2020 & 2022
  • Burd & Dalessandro Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 & 2024
  • Burd & Dalessandro Wealth Management, Ameriprise Client Experience Award, 2020, 2021, 2022 & 2023

Professional associations

  • USTA
  • College for Financial Planning
  • New Initiatives Committee: Big Brothers Big Sisters of Southern Maine

Community participation


  • Sailing in Casco Bay and Pleasant Lake
  • Skiing at Sugarloaf and out west with my wife Rachel
  • Hiking in Maine and the White Mountains with my wife, daughter and chocolate lab

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.