Background

I began my career as a financial advisor with Edward Jones in 2007 and opened my office in Portland, Maine. Originally from New Hampshire, I raised my family on Sebago Lake and continue to enjoy time with them while we enjoy all the seasons of Maine, including boating, beaching, hiking and snowmobiling. My branch team consist of myself and senior branch office administrator, Julie Bishop. Julie and I have teamed up since 2015 and she brings more than six years of client service experience having worked previously for Putnam Investments in the area of shareholder and broker services and is committed to providing you the highest level of service.

How We Work Together

As a financial advisor, I believe it's important for me to invest my time in understanding what is important to you. That includes understanding the level of risk you are comfortable with when investing so we can balance it with steps to reach your long-term goals. Working closely with you and whether you are planning for retirement, saving for college, estate planning or just trying to protect the financial future of the ones you love, we can develop specific strategies to help you stay on track or determine if any adjustments need to be made.

In addition, we welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a comprehensive strategy. And, we are not alone. Our branch is supported by thousands of people and advanced technology to deliver an ideal client experience. Working together, we can help you achieve your financial goals. I welcome the opportunity to meet with you.

Office Information

Office Hours

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

Branch Team

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