For me, the best thing about being a financial advisor for 25 years has been getting to know my clients and having a positive impact on their lives. When I started my career, I worked mostly with business owners – hard workers who made sure they took care of their employees and customers. They recognized the value I added by allowing them to focus 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 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.
I’ve earned the Accredited Asset Management Specialist designation, which covers the investment management process, taxation of investment products, strategies, risk management, and estate planning. I am also an Accredited Investment Fiduciary® designee, because it has become increasingly important to act in a fiduciary role to better serve my clients. I've recently earned the Certified Exit Planning Advisor (CEPA) professional designation through the Exit Planning Institute to better assist my business owner clients in maximizing their business valuations and successfully transitioning toward the eventual exit of their businesses.
Working as a financial advisor and raising my family in Maine has been wonderful. When I’m not with clients, my focus is on my family and spending time mountain biking and skiing at Sugarloaf. I’ve been married to my college sweetheart for 25 years and we have raised two great boys. Since graduating from college my son, Jack, is following in my footsteps as a financial advisor and my son, Emmitt, is pursuing a career in biotechnology.