When you decide to work with our team, we start by finding out what is important to you. Then we use an established process to build a personal strategy to help achieve your financial goals. Finally, we partner with your other trusted advisors (CPA, attorney, etc) to help keep you on track.

My journey into investing started at home with my dad. Early in his career he owned a gas station downtown. One of his regulars, a business owner, took a liking to him. From time to time he would give dad advice about business or the stock market as he filled up his car. On one occasion he told him to buy some digital stock. Being the early '60s, dad asked what "digital" was. The owner said it was a computer company, the way of the future! Of course, dad asked what a computer was.

Years had gone by and I realized things haven't changed that much in the investment world, meaning most people get their investment advice from well intentioned friends or relatives. Yes, there is a lot of information out there, but that's not professional advice! I decided to make advising my full-time career. Thirty-five years later, it's still incredibly rewarding to see people reach their goals and live their dreams.

Our team here in Exeter consists of two extraordinary branch office administrators, Ann and Beth. Both live locally and are quite involved in the community. They provide exceptional service by getting to know our clients and their families, and understanding what they want, need and value. With the support of this team we offer personal client service in a professional and friendly manner.

When I'm not helping people with the things that matter most, you can find me with my wife, Barb, enjoying all the seacoast has to offer. We are terrible golfers, have a passion for travel and love great food!

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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