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
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


  • 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

  • Pilothouse Wealth Planning, Ameriprise Client Experience Award, 2020 - 2023
  • 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

Community participation

Former Member of the Manchester Regional Youth Hockey Association Board of Directors


  1. Love to spend time with my wife Melissa, my son Nicholas, and my daughter Abigail
  2. Enjoy participating in most sports, especially hockey, golf, tennis, skiing, baseball, racquetball, and mountain biking.
  3. Avid golfer with an USGA handicap index of 2.0
  4. Cherish time spent in the outdoors, whether it is hiking, fishing, hunting, our mountain biking with my family