My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Financial Planning for Small Business

Education

  • Bachelor's Degree, Economics, University of Maine, Orono, Maine

Community participation

Interests

-I enjoy spending time with my wife and two children, we are season ticket holders and try to make every home game.

-I've coached youth football for the last seven years, I also coach basketball for my two kids.

-My family is involved with a dog rescue, Helping Paws Maine, where we rescue dogs from Mississippi and help find them forever homes here in Maine.

-We take an annual road trip at the end of the school year, most recently we visited Denver, Washington D.C., and Hershey.

My photos

2 albums
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