Email: // Office: 508.281.6000 Financial Advisor at Oasis Financial Services, A private wealth advisory practice of Ameriprise Financial Services, LLC. **My Approach** Putting clients first; it's what I do Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including: Understands me and shares my values Explains things in understandable terms Has defined, repeatable processes for producing results Has knowledgeable, timely and tactical investment ideas I'm proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. **Areas of Focus** -- Investments -- Retirement Planning Strategies -- Retirement Income Strategies -- Tax Planning Strategies -- Insurance -- Employee Stock Options -- Sustainable and Responsible Investing I also enjoy connecting on a personal level, and my interests include: -- Golfing -- Wakeboarding -- Snowboarding -- Music