Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

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

Qualifications

  • Ameriprise Financial, Brunswick, ME, financial advisor,1997 to present
  • Consulting Specialist, TRC, Windsor, CT, 1995 -1997
  • United States Army Reserve, Captain, 1980 -1995

Education

  • M.S., 1993 Tufts University Medford, MA
  • B.S., 1985 Zoology, University of Maine, Orono

Interests

  • Sustainable Energy
  • I enjoy outdoor recreation including kayaking
  • Special Education Advocacy
  • Youth Theatre

Community participation

  • Maine Muscular Dystrophy Association
  • Midcoast Youth Theatre
  • Riverview Foundation
  • Brunswick Community Arts