Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Chartered Retirement Planning Counselor (CRPC)

Education

  • Bachelor of Science, Finance, Bentley College, Waltham, MA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Adelphi Group, Forbes Best-in-State Wealth Management Teams, 2024, 2025

Community participation

Interests

I enjoy spending time with my wife, Crystal, and our two daughters, Lydia and Annabelle.

Whenever we can get away, I enjoy spending time with my family on the beach in a warm climate. My favorite places to vacation are the beaches of Mexico.

I am an avid golfer and have a goal of playing all 150+courses in Maine.

On the weekends, you will usually find me working on some kind of home improvement project.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.