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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Intergenerational Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Business Administration 3 Year Honors Program, 2005
  • Southern New Hampshire University, Manchester, NH

Awards & recognition

  • New Hampshire Union Leader 40 Under Forty, 2020

Community participation

I've spent many years in the financial services industry in the greater Manchester, NH area. As a former board member of the Academy of Finance and the first college graduate of the organization in the state of NH, I have a vested interest in educating students & future leaders within my community. I've also been proud to sponsor the Fisher Cats' "Tickets for Kids" program, the Palace Theatre's "Children's Summer Series" and the former Manchester Monarchs' annual "Education Day".

  • Hooksett Chamber of Commerce: Immediate Past President
  • Hooksett Kiwanis: President
  • BNI: Hooksett Chapter President
  • NH Jump$tart Coalition: Vice President
  • Camp Allen: Board Member

Interests

- Backpacking in the White Mountains

- Homesteading and survival bushcraft

- Cooking and gardening

- Spending time with my wife and our dachshund, Hurley