Helping clients responsibly manage their financial health is my mission. Since 1994, I have built my financial planning practice to serve a client base of like-minded people. I see my role as a planner who, through much interaction, is able to understand, manage and simplify the financial lives of my clients. These clients may be raising families, building businesses or enjoying retirement.

Since life keeps my clients busy, they don’t have the time or desire to manage their long-term finances with the “hands on” effort required. The common thread connecting my clients is their ability to trust me as their advisor who can design and maintain a financial plan that can help them work towards reaching their goals. Being accountable and proactive helps me earn that trust. I strive to personally provide memorable client service results.

Being an independent financial planner enables me to offer clients a broad array of strategies to address their financial needs and helps me to match clients with strategies.

I graduated from the University of New Hampshire with a Bachelor of Science degree in Mathematics: Statistics. This background has proven particularly useful with regard to the investment management and portfolio construction functions of my practice.

Charitable giving is important to me. By helping those in need, I believe we better shape our community. Below are a few of the organizations that I believe in and support:

• The Wounded Warrior Project, an organization that raises awareness and finds community outlets and networks for injured service members.
• The Pope Memorial Humane Society – Cocheco Valley, an animal rescue league dedicated to finding homes and providing care for over 2,000 animals a year.
• Pease Greeters, a non-profit group of volunteers who welcome troops passing through Pease International Airport on their way to or from areas of conflict in any part of the world.
• American Cancer Society, a national organization where donations fund lifesaving research, treatment and care for people with cancer and their families.
  
  

Finally, when I’m not with clients, you’ll most likely find me chasing a golf ball, trying to outsmart fish, playing pickleball, or enjoying some quality time with my partner, Heather.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager, nor should it be inferred that the responses used from the survey represent the experience of any clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. This award does not evaluate the quality of service provided, and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance. Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. 1094 New Hampshire-area wealth managers were considered for the award; 87 (8% of candidates) were named 2024 Five Star Wealth Managers. 2023: 1017 considered, 89 winners, 2022: 979 considered, 87 winners; 2021 Five Star Wealth Managers. 2020: 928 considered, 91 winners; 2019: 928 considered, 85 winners; 2018: 955 considered, 74 winners; 2017: 739 considered, 89 winners; 2016: 666 considered, 158 winners; 2015: 853 considered, 166 winners; 2014: 1,045 considered, 189 winners; 2013: 1,049 considered, 204 winners; 2012: 743 considered, 170 winners.