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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Small Business
  • Insurance

Education

  • McGill University, MBA
  • Bentley University, Ph.D. Strategy

Previous experience

  • Associate Professor, Dept of Management & Marketing, College of Charleston, 2012-2022
  • Executive MBA Instructor, Brown University, 2017-2020

Community participation

Ribbon cutting at our new United Way location on Main st, PI, November 2023
Ribbon cutting at our new United Way location on Main st, PI, November 2023

United Way of Aroostook; Rotary Club of Presque Isle, Maine

Interests

Our family can be found at Big Rock most winter week-end, or hiking, biking, and horseback riding in Maine's beautiful summer nature!