I help clients grow wealth, protect and preserve that wealth and ensure it is distributed in the most tax efficient manner during life and beyond.

As a Financial Advisor, my goal is to understand your financial circumstances and create a customized planning strategy for you to achieve the specific objectives and goals in your life. We will work closely with you and keep you informed and in control of your financial situation. We'll review the obstacles and uncertainties in reaching your goals, properly allocate your assets, manage risk and monitor progress toward your goals.

Background:

• Over 12 years of investment experience in the securities industry.
• Believes in putting the interest of my clients first and providing exceptional customer service.
• Fully licensed in securities, annuities, life insurance and long term care.
• Provides expertise in alternative investments, cash management, lending solutions, separately managed accounts, socially responsible investing and retirement income planning.
• Investment experience includes wealth management strategies, asset management, portfolio design/implementation and business planning and insurance."
• Finance Committee Member for First Congregational Church.
• Ambassador with Chamber of Commerce and EDC.
• Married 35 years and active fly fisherman and golfer.