Advisor profile


My approach

Building a long-term relationship is my priority. I start the journey by taking the time to listen to and understand each of my clients personally. Together, we carefully chart a course to plan, strategize and organize their financial future. I believe in using prudent investment strategies and thoughtful advice. The financial wisdom and guidance I offer is based on my years of financial industry experience with real world application of this experience. I am dedicated to helping nourish a client's financial wellness.

I provide diverse guidance and insight to my clients. I recognize that each person's situation is unique, so I provide advice and aid in the development of financial plans that look to focus on helping each person pursue their financial goals. While providing a wide spectrum of financial services and forming a strong relationship, I assist my clients in planning to achieve their financial objectives prudently and thoughtfully, through a long-term relationship based on knowledgeable advice.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Family Finances
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Life/Health Insurance Licensed
  • Security Licenses: 7, 63 & 65

Education

  • BS Business Administration, Accounting Major, University of Southern Maine, Portland, ME

Interests

I enjoy smoking meats and cheeses along with making my own sausage, jerky, pastrami and smoked ribs.

I enjoy making my own wine, beer and cheeses.

I enjoy spending time in my basement workshop making a variety of wooden furniture pieces.

I love spending time with my family. As my 2 daughters are now adults, I find those opportunities are even more precious.

“There is nothing in life that surpasses the pleasure of sitting by a campfire with friends, a glass of wine and good smoked cheese.”

Awards & recognition

  • Ameriprise Circle of Success, 2015 - 2019

Previous experience

  • Ameriprise Financial, Financial Advisor/Vice-President, 2013-Present
  • Poulin Investments & Advisory Services, Financial Advisor/Owner, 2007-2013
  • Poulin Financial Services, Financial Advisor/Accountant/Owner, 1999-2007
  • UNUM, Several positions ending with Director of Long Term Disability Finance, 1981-1999
  • McDonald's Accounting, Accountant, 1979-1981

Advisors are not Equal

As a financial advisor that holds CPA and CERTIFIED FINANCIAL PLANNERTMcertifications, I bring a vast bank of knowledge to the table. Beyond my experience as a financial advisor, I have an extensive background and understanding of taxation, accounting and business consulting. I understand the importance of relationships with professionals and will work closely with your accountant and other professionals you authorize to help ensure that everyone involved with your financial well-being is kept up to date. I have an open door whether your portfolio is large or small. If you call or email, I generally respond in 24 hours. I believe that a client-advisor relationship is a two way street.