Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies


  • CLTC® Certified Long Term Care


  • Bachelor's in Finance, 1996 New England College, Heniker, NH


Marital Status: Married Wife: Nichola

Children: daughter Amelia, son Coleman

Enjoy biking, skiing, fishing.