Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Investments
  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Family Finances
  • Charitable Giving Strategies
  • Business Retirement Plans
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies

Awards & recognition

  • Linda K Bruce, Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

Kids Club WSBC

Manship Art Residency Studios

Wellspring Women's Center

Appalachian Mountain Club

Member of the 4000-Footer Club of the White Mountains

Elks Lodge - Gloucester, MA