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
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Financial planning for small business
  • Retirement Planning Strategies

Community participation

Interests

Outside of work I love spending time with family and friends. Whether it’s hosting a holiday dinner, taco night or just cooking up a big breakfast. I enjoy coaching youth soccer and giving back to the community. When I’m not on the field, you’ll often find me in Maine, out on Hancock Pond or skiing at Pleasant Mountain.

I’m a proud father of Amelia and Owen and love sharing life’s adventures, and many boat rides, with my wife, Kristin.

My photos

1 albums
close