Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options

Community participation

Tuck Point Finacial Group participating in Ameriprise's National Day of Service November 2015.
Tuck Point Finacial Group participating in Ameriprise's National Day of Service November 2015.

The Open Door Organization

Using a prevention-based approach, grounded in nutrition education, public health, and community development, The Open Door connects people in the Greater Cape Ann area to good food. Last year their programs helped improve the lives and health of more than 6,000 people with nearly 1 million pounds of food.

Our photos

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