Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Community participation

American Red Cross

Seeds Of Hope of Biddeford

Trinity Jubilee Center of Lewiston

House in the Woods Heroes Golf Tournament

Animal Refuge League of Greater Portland (ARLGP)

MSSPA - Maine State Society for the Protection of Animals

Good Shepard Food Bank

Kora Shrine Center Foundation

Rotary Club of Biddeford-Saco

Rotary Club of Lewiston / Auburn