Team profile

Build confidence in your financial future

 Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

Areas of focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options

Community participation

National Charity League

Second Harvest Heartland

Feed My Starving Children


Orono Foundation

Make a Wish