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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Education

  • Bachelor's Degree, Economics, University of Maine, Orono, Maine

Community participation

  • Helping Paws Maine
  • Gorham Youth Football

Interests

-I enjoy spending time with my wife and two children, we are season ticket holders and try to make every home game.

-I've coached youth football for the last seven years, I also coach basketball for my two kids.

-My family is involved with a dog rescue, Helping Paws Maine, where we rescue dogs from Mississippi and help find them forever homes here in Maine.

-We take an annual road trip at the end of the school year, most recently we visited Denver, Washington D.C., and Hershey.

My photos

2 albums
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