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
44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Family Finances
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution

Education

  • Bradford College, Associate of Arts Degree
  • Nasson College, BA Psychology

Community participation

Supporting Local Community Organizations:

  • Coastal Rivers Conservation Trust
  • Damariscotta-Newcastle Lions Club & Rotary Club
  • Freeport Community Services
  • Maine Coast Heritage Trust
  • Maine Island Trail Association

Interests

  • Spending time with Family
  • Boating
  • Skiing
  • Tennis
  • Travel