Prior to Edward Jones, I worked in my family's business in Exeter, NH for over 20 years in many different roles. The company was started by my grandfather who was one of my true life mentors. I learned a lot about life and how to treat people and be a part of my community from him. So, when I made a midlife career change and learned about Edward Jones, the values they run the company by and how they treat their clients, I knew I had found my home and I have never looked back.
I grew up in Stratham, NH and currently live in Newmarket, NH with my wife, Bernadette. I have two amazing kids, Oliver and Lilly. In our free time, we can usually be found at the lake.
As an Edward Jones advisor, I put my client's interests first. I believe it's important to invest time in understanding your situation and your financial goals before you invest your money. Once we've identified your goals, I use an established process to build a customized financial strategy to help you meet your goals. With that strategy in place, I partner with you throughout your lifetime to help ensure you stay on track and make adjustments when necessary or when life's unexpected turns get in the way. As your financial advisor, I will work with your CPA, estate attorney and other professionals to create a team approach. My approach is goal focused and enjoy working with long term investors that have a desire to create and maintain multigenerational wealth.
A few examples of where I can add value are:
- Saving for retirement
- About to Retire or Currently Retired
- Finances after divorce
- Estate Considerations
- Company Sales
- Lottery Winnings
My goal is to provide a personalized service that is goal focused to help meet my client's unique goals and needs by better understand your story and building a lifelong relationship.
I look forward to speaking with you when the time is right for you to invest in a relationship like this.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
My Personal Interests
- Movies & Entertainment