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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Family Finances
  • Insurance
  • Financial Strategies for LGBTQ Couples and Families

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts (B.A.), Economics, Bates College, Lewiston, ME

Awards & recognition

  • City Square Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Five Star Wealth Manager, 2022-2024
  • City Square Wealth Management, Ameriprise Client Experience Award, 2023

Community participation

Boston Partners in Education, Academic Mentor, Warren-Prescott Elementary School

Boston Debate League, Debate Judge, Charlestown High School

Thompson Island Outward Bound, Volunteer

Greater Boston Food Bank, Volunteer

Interests

I enjoy spending time with family and friends, watching and playing football, basketball, baseball, and golf, traveling (studied abroad in Rome), and reading.

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.