For me, the best thing about being a financial advisor over the last 25 years has been getting to know my clients and having a positive impact on their lives. I have worked with some fantastic people over the years. When I started my career, I focused mostly on helping business owners. Many of them owned construction and roofing companies, trucking businesses, and engineering firms. They were hard workers who made sure they took care of their employees and customers. They recognized the value I added to their businesses – allowing them to focus their time on growth and success, while knowing that I would make sure their families and employees had the financial support they needed.
Since then, I’ve had the pleasure of working with many individuals and families; People who work hard every day to save for retirement and provide for their families; People who recognize the value of having a plan to succeed, and the value of having someone in their corner. Over the years, many of these people have experienced life-changing events. Whether it’s been the birth of a child or grandchild, the sale of the business, the loss of a loved one, or transitioning into retirement. I take pride in the fact that I am often one of the first calls my clients make when a big decision is going to be made, or life has taken a turn. They know that I am here through the good and bad times to help guide them.
Throughout my career I have taken time to surround myself with other professionals who add tremendous value to my clients’ lives. These people include financial advisors, attorneys, accountants, and business consultants – some of whom have become lifelong partners and friends. I’ve also taken the time and commitment to earn designations to help me better serve my clients. The first designation I earned was the Accredited Asset Management Specialist through the College of Financial Planning. This is a 12 modular course that requires 120 hours of study time, the passing of an exam, and continuing education throughout my career. It covers topics including the investment management process, taxation of investment products, investment strategies, risk management, and estate planning for investment clients. I have also earned the designation of Accredited Investment Fiduciary, because it has become increasingly important to act in a fiduciary role for my clients. I felt that earning a specific designation around the fiduciary process was essential in my commitment to the people I work with.
It’s been a wonderful experience working as a financial advisor and growing my family here in Maine. When I’m not working with clients, my focus is on my family and spending time in the great Maine outdoors where I love to mountain bike and ski at Sugarloaf. I’ve been married to my college sweetheart for 25 years and we have raised two great boys. They were both varsity athletes in the Falmouth schools have continued through college. My oldest son, Jack, is following in my footsteps to become a financial advisor and my youngest son, Emmitt, is at Wheaton College playing lacrosse and studying hard to become a cardiologist.