My education includes a bachelor's degree in economics from the University of Virginia, a master's degree in social foundations from the University of Virginia and a Master in Business Administration from Babson College.

My professional experience includes positions with Liberty Mutual Insurance, Federal Reserve Bank Boston, Digital Equipment (DEC), Global Telesystems (an international IPO) and Dynamics Research (consulting).

With respect to community involvement, I have been a past board member of Plan NH, Woodside School and I'm a current board member of COPOCO Swim & Tennis Club in Concord, NH.

Our branch goal is to understand what's important to you. We'll use an established process to build personalized strategies to help you reach your goals. We will then partner together throughout your life to help keep you on track.

Focus areas

  • Retirement Income Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Wealth Strategies
  • New Investors
  • College Savings

My Personal Interests

  • Art Museums
  • Fine Dining
  • Hiking
  • Swimming
  • Skiing

Office Information

Mailing Address

P O Box 77 Hillsborough, NH 03244

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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