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

  • Sustainable and Responsible Investing
  • Charitable Giving
  • Retirement Income Strategies

Qualifications

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

Education

  • Springfield College, M.Ed., 2004
  • Connecticut College, BA, 2002

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2011
  • Ameriprise Client Experience Award, 2020, 2021, 2023

Community participation

Friends of Homeless Animals is a non-profit, no-kill shelter that focuses on the rescue and placement of homeless dogs and cats.

Interests

With two kids and a dog life is wonderfully hectic. You will often find me at the soccer field coaching my kids and their teammates or in the stands at their baseball, gymnastics or tennis events. I try to find time for CrossFit during the day and reading at night although time with my wife and children is always the best part of my day.

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.