Description

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Backed by a team of professionals who specialize in everything from retirement, tax and estate planning strategies to insurance and asset management, our Ameriprise Platinum Financial Services® advisors have the resources to support all of your unique financial needs throughout your life. Areas of Focus: Retirement Planning Strategies Investments Wealth Preservation Strategies Domestic Partner Planning Sustainably Responsible Investing Intergenerational Planning Charitable Giving Estate Planning Strategies Executive Compensation and Benefit Strategies IRA Rollover Insurance Tax Planning Strategies Retirement Income Strategies Qualifications: CRPC® -Chartered Retirement Planning Counselor Series 7-General Securities Representative Series 66-Investment Adviser Representative Series 24-General Securities Principal Series 4-Registered Options Principal Series 53-Municipal Securities Principal Life, Accident and Health Insurance Licenses Community Participation: Habitat for Humanity American Legion Disabled American Veterans Big Brother's Big Sister's of the Greater Seacoast Education: University of Connecticut Professional Associations: Financial Planning Association-Board Member-Northern New England Chapter Previous Experience: 82nd Airborne Division-U.S. Paratrooper, Infantryman, Team & Squad Leader, 1997-1999 CT/NH National Guard-Squad Leader, BNCOC Instructor, 1999-2008 Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Tax preparation services, bookkeeping, and payroll

CIS, Payroll, VAT returns, Sage, Quickbooks, and much more!

Keeping the public informed on today's lending world.