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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Planning Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Education

  • Maine Maritime Academy | BS Marine Engineering Technology | 1989
  • Southern New Hampshire University | MBA | 2005

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • UBS Financial Services, 2011-2020
  • Edward Jones, 2005-2011

Community participation

  • Maine Maritime Alumni Association | Board of Directors | 2007-Present
  • Maine Maritime Academy, Casco Bay Alumni Chapter | President | 2013-2017

Interests

  • Fly Fishing
  • Guitar
  • Gardening
  • Cooking
  • Genealogy