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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • Ameriprise Financial, Brunswick, ME, financial advisor,1997 to present
  • Consulting Specialist, TRC, Windsor, CT, 1995 -1997
  • United States Army Reserve, Captain, 1980 -1995

Education

  • M.S., 1993 Tufts University Medford, MA
  • B.S., 1985 Zoology, University of Maine, Orono

Community participation

  • Maine Muscular Dystrophy Association
  • Midcoast Youth Theatre
  • Riverview Foundation
  • Brunswick Community Arts

Interests

  • Sustainable Energy
  • I enjoy outdoor recreation including kayaking
  • Special Education Advocacy
  • Youth Theatre