Advisor profile


What you can expect when you work with me

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

When you work with me, 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
29
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
  • Insurance
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CASL® Chartered Advisor for Senior Living®
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 6,7,24,63,65 Licenses

Education

  • BS, Political Science, The University of Vermont, Burlington, VT

Previous experience

  • MetLife Securities, 2003-2015
  • Veravest Investments, Inc., 1996-2003

Community participation

Trinity Methodist Church and Coaching girls softball.

Interests

Spending time on Smith Lake with my wife and 3 girls. Performing live music (guitar and singing). Fly Fishing with friends. Travel and new experiences.