Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Family Finances
  • Business Retirement Plans
  • Domestic Partner Planning

Community participation

  • Owls Head Transportation Museum Volunteer
  • Rockland Rotary Club Sponsor and Member
  • Penobscot Bay Regional Chamber of Commerce Golf Sponsor
  • MRC - Sponsor for children sports


  • Community Service
  • Travel
  • Camping
  • Hiking
  • Sailing
  • ATVing
  • Fishing
  • Watching Boston professional sports
  • Spending time with family and friends
  • Cooking
  • Technology