Skip to main content

Get started with personalized financial advice

It all starts with a simple conversation to get to know each other. We want to know you, your dreams and goals, what's important to you, and the why behind your investment decisions. You will see the MidCoast difference right away. From your first interaction, you will feel that you are more than an account number to us – you are uniquely you.

We love guiding our clients to help them figure out the right things to do with their money and to avoid making costly mistakes. Our three-step process of creating a plan, connecting the dots, and covering the gaps will help you feel more confident in reaching your financial goals. Get started today by requesting a complimentary consultation with one of our advisors.

Advice to help you achieve what’s most important to you

One-to-one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

Request a Consultation
If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

Request consultation

2. Prepare for your consultation

Prepare for your consultation
Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor?
  • What are you not receiving currently?
To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know me

I’m passionate about helping clients like you reach their financial goals. Before we meet, take the time to get to know me. I look forward to getting to know you.
Learn more about me

4. Meet with me

Let's Meet
During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, the value I can provide, the costs associated if you decide to work with me, and next steps.

View my services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. After you become a client, you'll have anytime access to investments and digital tools to help you track your progress against your goals. We’ll review your goals, progress and investments regularly. Connect with us when you need to, in person, by phone or online.

I look forward to hearing from you

For more than 125 years, Ameriprise advisors like me have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

Request a complimentary initial consultation

Sign up for my newsletter