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
20
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
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • Series 7
  • Series 66
  • Life, Accident & Health
  • CLTC - Certified in Long Term Care

Education

  • Bridgeton Academy - Maine
  • University of Maine - BS Finance

Awards & recognition

  • Five Star Wealth Manager, Seattle Magazine, 2014-2015

Community participation

  • Fund-raiser for The Room to Dream Foundation 2007-2014
  • Fund-raiser for Habitat Greater Boston 2009
  • Family Promise Metrowest 2014-2019

Interests

I enjoy skiing, boating, patriots games and spending time with my family.