Your investment strategies

Are you looking for a solid, yet strategic investment strategy that helps to build and protect wealth? With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. I’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

Honored to receive recognition from Forbes

  • I have some big news: Forbes named me one of their Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I'm so grateful to be honored as the #8 ranked advisor in Maine. This accolade just confirms that our dedication, integrity and client focus have paid off. I'd like to thank my team for all their hard work, my clients for their trust and Forbes for their recognition. Thank you!
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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)