My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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24
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
  • Financial Planning for 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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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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