Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

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

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant

Education

  • Masters In Business Administration, Rivier College, 1988-1991

Interests

  • I enjoy traveling, exploring new places and meeting new people.
  • I like to go green as far as possible and work on creating a negative carbon footprint with solar panels and hydro power.
  • As a Certified Public Accountant I also like saving people taxes!
  • I have many hobbies from electronics to programming and even writing my first kindle guide to losing weight complete with spreadsheet.
  • Originally from England, I have now lived in NH for over 30 years and I have three sons, two of whom now work in the business.

Community participation

January 20, 2016 Presented: Tax Tips for Realtors at The Granite State Board of Realtors Office in Londonderry NH for the Women's Council of Realtors. Just ask me 603-434-2722 if you would like the latest tips to be presented at your organization?

Awards & recognition

  • Five Star Wealth Manager, 2015-2017