Experience the benefits of working with an independent advisor with the backing of a strong, highly respected New England company. I provide a virtually unlimited amount of unbiased, non-proprietary solutions to help achieve your financial goals.
For more than twenty-five years I have been helping clients to preserve, grow and transfer assets to their heirs in an efficient manner. Working with individuals, families, small businesses, and municipalities, I ask the questions that dive deep into one's goals and aspirations. It is through this process of getting to know my clients' motivations and concerns that I provide thoughtful and informative financial planning services.
With a passion for understanding finances, I began my career in financial services as a stockbroker for Morgan Stanley in New York City. Growing up in a modest Vermont community, I have a natural ability to relate to people from all walks of life, from people with modest means to the high net worth. After many years working for large financial firms, I realized that having the independence to utilize top money managers for creating wealth is imperative in creating unbiased portfolios and strategies. There are no sales goals and therefore, no products being pushed on you.
I live and work on the North Shore of Massachusetts near Southern New Hampshire, serving clients in New Hampshire, Vermont, Maine, Massachusetts, and New York. I am a Registered Representative and Investment Adviser Representative of Equity Services, and I offer securities in the following states: NH, MA, VT, ME, and NY.
Working with multiple top insurance companies, I also provide my clients with life insurance, long-term care insurance, and retirement annuities. I am insurance licensed in New Hampshire, Maine, Massachusetts, & Vermont.
Schedule a meeting with me for a no-pressure consultation.