I am committed to providing personalized financial advice to clients across Maine. With twenty years of expertise, I serve a diverse clientele from Saco to North Yarmouth, including Biddeford, Gorham, Buxton, Westbrook, Windham, Falmouth, Cape Elizabeth, Yarmouth, and right here in Scarborough, where my office is centrally located.
I specialize in working with successful individuals who have investable assets and strong incomes. These clients rely on collaboration and comprehensive advice to efficiently and successfully define and achieve their multiple competing goals. My approach is client-centered, beginning with what’s most important to you. Whether your goals include planning for retirement, funding an education, or making a major purchase like a second home, I am here to guide you. I provide tailored advice for all recommendations—be it investment, asset allocation, or portfolio management— so that it aligns with your individual goals and personal risk tolerance.
We document your goals and meet regularly to review and analyze your progress. As life changes, so will your financial strategy. Regular meetings help us adapt to new circumstances and update your plan accordingly. Moreover, you can access your investments and accounts at any time from any device. This easy access allows you to track your progress toward your goals and share information with me securely.
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