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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Charitable Giving
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Education

  • B.A. University of Maine, Orono 2003 (Marketing)

Community participation

Bridgton Academy Board of Trustees, Kennebec Valley YMCA, Mt. A, Williams Cohen School, Maine Childrens Cancer Program, Casco Bay Youth Hockey, Merrymeeting Soccer Club, Brunswick Golf Club, Big Brothers Big Sisters Bath Brunswick, Maine Wild Youth Hockey, Brunswick Golf Club

Interests

Two Boys Caleb 12, Graham 8

Activities:

New England Amateur (2020), Maine Amateur Golf, Hockey, Soccer, Reading, Foodie, School, Family, and Friends