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

Education

  • BA, Major in Economics and Minor in Business Management, University of New Hampshire, Durham NH

Previous experience

  • John Hancock Investments, 2007-2021

Interests

My interests outside of work are:

Spending time with my wife Lyndsay and our two daughters, Nora 7 and Sophie 4.

We enjoy traveling and visiting other parts of the country as much as we can.

I personally also enjoy skiing, golfing, and going to concerts at SPAC.

My photos

1 albums
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