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

  • 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