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
25
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
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
  • Executive Compensation and Benefit Strategies

Education

  • Bachelor of Science in Busines, UMASS Amherst

Community participation

Chairman, Trustee of Trust Funds, Charlestown, NH

Good Beginnings of Sullivan County serving children and families

Board of Directors, Electronic Communications Association, Inc. communications vital to the community

Board of Directors, Charlestown Economic Development creating good paying jobs in Charlestown

Interests

  • I love spending time with my family. I have three children, two grandchildren and we have a great time together.
  • I play ice hockey during the winter months with a wonderful group who share a love of the sport.
  • I like the outdoors; downhill skiing in the winter, hiking, (Mt. Ascutney Vt. in particular) and camping in the summer.
  • I like helping out in my community.
  • I enjoy reading about economics.