As a Financial Advisor, I help my clients make informed financial decisions that have a measurable impact on their lives.
I am passionate about delivering financial advice to my clients. Our focus together is to understand what is important to you, and then to create a wealth management process with your goals and circumstances put first. We work together as a team to pursue the most time-sensitive goals along the way. Both individuals and business owners find this approach refreshing and value having a plan in place managed by an experienced professional who provides exceptional client service and transparency.
I am a graduate of the University of Southern Maine School of Business, where I earned a degree in Finance. Additionally, I continued my education through the College for Financial Planning where I earned both the Accredited Asset Management Specialist℠ (AAMS®) and Chartered Retirement Planning Counselor℠ (CRPC®) professional designations. I am also a Certified Exit Planning Advisor (CEPA) professional, a credential earned through the Exit Planning Institute.
I am a proud board member on the University of Southern Maine Alumni Engagement Council and PROPEL Portland. When I am not in the office you can find me outside. I enjoy golfing, mountain biking, snowboarding, and spending time with family and friends. I am a Maine native and reside in Portland’s West End.
