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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Insurance

Education

  • B.S. with Distinction; Parks, Recreation & Tourism; University of Maine; 1995

Community participation

Maine State Society of Washington DC

Friends of the W&OD Trail

American Lung Association Trek Across Maine

Interests

Croquet, wiffle ball, hiking, trivia, minor league baseball, and chilling on the beach.