The opportunity to serve others has been my life’s work and is at the heart of my experience working with you, your family, or your small business to help achieve your financial goals. Based on a consistent process of listening and understanding, we can strengthen your financial future together.
My purpose is to be a trusted partner in your journey to retirement, saving for college, supporting your children and grandchildren, or making a difference in this world through charitable giving. With your best interest as my guide, we can work together and utilize the immense resources Edward Jones offers us.
You can be confident that your unique portfolio and strategy is well-managed and monitored regularly so that you stay on track; and together, including your attorney, accountant, and other trusted professionals, we can make the necessary adjustments along the way to ensure we stay aligned with your goals, risk tolerance, and time horizon.
A native Mainer, father of Finn, and husband of Mary, who is a former veterinary business owner in Maine, I enjoy the Midcoast and the small communities that make up this beautiful part of Maine. My family’s activities include traveling, golfing, skiing and biking. I volunteer at Coastal Maine Botanical Gardens and serve on the Board at Kents Hill School. I have a B.A. from the University of Maine and a M.A. from Tufts University.
I am grateful for the opportunity to be in Bath at 1 Front Street with Carrie Placey, Branch Office Administrator, and Jeff Labbe, financial advisor.
