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.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies

Awards & recognition

  • Mindful Wealth Management, Ameriprise Client Experience Award, 2020-2022

Interests

  • Spending time with my wife and three kids
  • Vegetable Garden
  • Golf with family and friends
  • Spending wedding anniversaries in New England areas