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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Business Retirement Plans

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™

Professional associations

  • Central Maine Human Resource Association
  • Human Resource Association of Southern Maine
  • Yarmouth Chamber of Commerce

Community participation

8/2/23 Lunch with Steve Brier of the Little Dolphin School
8/2/23 Lunch with Steve Brier of the Little Dolphin School
  • Annual Susan G. Komen Foundation charity golf sponsor
  • Robbie Foundation Board Member Maine Nonprofit Organization for Children with Developmental Disabilities | Robbie Foundation
  • Supporter The Little Dolphin School a Nonprofit Organization that specializes in early childhood education and the arts.

Interests

Hiking, fishing, golf, spending time outdoors