When I started my career in financial services in 1998, I was able to see first-hand how crucial the relationship between financial advisors, CPAs and estate planners would have on an individual's financial goals over a lifetime. It was invaluable for me to be exposed to these roles and it has shaped the way that I work with my clients and their families. Having worked for large multinational corporations and small independent firms, I use those skills to apply modern financial strategies combined with traditional values to drive my passion for client service.

Together, we build tailored strategies that help allow for the realization of their retirement goals and beyond. I work with my clients and their families over their lifetime to navigate and find what is most important to them and create the strategy to help get there together.

The relationship that we have with our clients is what we value most. Our success is measured by how we work together and help you achieve your goals and guide you and your family each step of the way. My branch office administrator, Brenda, and I are committed to delivering the ideal client experience by providing exceptional client service in a professional, personal and friendly manner.

I live in Keene, NH with my wife, Marissa, of over 20 years and our three children. Between our dogs, cats, chickens and horses, we find the time to enjoy all of the beautiful seasons that our state has to offer (especially fishing season).

I look forward to helping you navigate the necessity of planning a financial future – together, we can make a strategy and provide the information to make financially sound decisions. I welcome you to call or email me to begin our first step together.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • College Savings
  • Intergenerational Planning
  • Retirement Savings Strategies

My Personal Interests

  • History and Museums
  • Fishing
  • Outdoor Enthusiast
  • Animal Rescue
  • Rugby

Office Information

Mailing Address

Po Box 1175 Walpole, NH 03608

Office Hours

Office Hours
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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