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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Business Retirement Plans
  • Domestic Partner Planning
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance

Education

  • Environmental Science & Policy, University of Southern Maine

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • Financial Advisor, Merrill Lynch, Portland Maine, 2005-2009
  • Financial Advisor, Morgan Stanley, Portland Maine, 2002-2005

Community participation

Maine Morning Hockey Club - Co-Founder

Animal Refuge League of Greater Portland

Maine Special Olympics

Interests

The best part of my life is sharing time with my wife, daughter, family and friends.

Spending time outdoors has always made me a happier, better person. Whatever the activity - skiing, golfing, surfing, gardening, my connection with the outdoors provides balance and peace in my life.

In 2005 I co-founded The Maine Morning Hockey Club so I could play hockey in the mornings before work. MHC has been a great success both on and off the ice, with hundreds of members and a history of fundraising/community giving.

My photos

2 albums
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