Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS in Business Administration- University of Southern Maine

Interests

  • I am passionate about biking in all forms- from mountain biking to riding my motorcycle.
  • I enjoy spending time outdoors with my wife and step daughters - fishing, boating, biking and hiking!
  • When at home, we love to entertain family and friends and also enjoy the company of our German Shepard and tropical fish.

Community participation

  • I sponsor the Town of Yarmouth Shred Day for document disposal and identify protection
  • I am the founder of the Casco Bay Business Professional Networking group

Awards & recognition

  • Ameriprise Circle of Success, 2012

Professional associations

  • Casco Bay Business Professionals