Advisor profile

My approach

Our mission: To simplify our clients’ financial futures; so they can comfortably move forward with confidence and live for today while being optimistic for tomorrow.

We believe a relationship based on your goals is critical. Our clients have a collaborative team of dynamic professionals at their ready to chart a clear path toward financial success. We share a common vision: To enhance the lives of our clients and help remove any financial stressors they have.

We believe in a collaborative approach. We take time to understand your vision for your financial future and we deliver the plan to get you there. We grow with you and your family by working together to build your financial path for you and generations to come. This is our practice, process, and promise.

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

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business


  • CLTC® Certified Long Term Care
  • Series 7 License- General Securities Representative
  • Series 66 License- Investment Advisory Agent
  • Life, Health & Variable Annuity Licensed


  • University of New Hampshire- BA Business Administration
  • Whittemore School of Business and Economics-- UNH

Awards & recognition

  • Ameriprise Client Experience Award, 2020 - 2022
  • Five Star Wealth Manager, 2013, 2015, 2016

Previous experience

  • Banc of America Investment Services, 2008-2009
  • Bank of America Premier Bank- U.S. Trust, 2002-2008
  • Paine Webber/UBS Asset Management, 2001-2002

Honored to receive recognition

All of us at Pilothouse Wealth Planning are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Pilothouse Wealth Planning team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.

Community participation

Manchester Regional Youth Hockey Association Vice-President of Flames


  1. Love to spend time with my wife Melissa, my 10 year old son Nicholas, and my 5 year old daughter Abigail
  2. Member of the Manchester Flames Board of Directors
  3. Assisatant coach for my son's Manchester Flames hockey team
  4. Enjoy participating in most sports, especially hockey, golf, tennis, skiing, baseball, racquetball, and mountain biking.
  5. Avid golfer with an USGA handicap index of 2.0
  6. Cherish time spent in the outdoors, whether it is hiking, fishing, hunting, our mountain biking with my family