I believe in the power and scope of helping people achieve their financial goals. Not only does it help the wellbeing of my clients and their loved ones, but it also allows them to more fully share of their time and talent in supporting the organizations and causes that they cherish. Helping one client at a time, I feel like I can truly elevate the community as a whole.

Using an established process, I begin with a conversation to learn what is most important to my clients. I then develop personalized strategies designed to achieve their goals. Once the strategies are implemented, I partner with my clients for life to keep them on track as their goals change and evolve. My clients appreciate my calming nature, especially in times of uncertainty.

I am a lifelong learner and earned the AAMS® professional designation to better serve my clients. My branch office administrator (BOA), Bridget Olmstead, is also the region’s culture of compliance BOA, helping to ensure that all branches are maintaining good compliance practices.

Within the firm, I have served in various leadership roles related to training colleagues on new technologies and best practices. In my community, I currently serve as the president for the Rotary Club of Bangor, a Finance Committee member for Carrabassett Valley Academy and a finance teacher for Bangor Adult Education. I have also volunteered or raised funds for the Bangor Public Library, the Walk to End Alzheimer’s, Kingfield POPS, Webster Free Library and the Michael J. Fox Foundation.

I was raised in Maine, and my wife, Sarah, and I are proud to call Bangor home. My family and I enjoy traveling, reading, baking, mountain biking and hiking. I spend winter weekends on the ski slopes with my daughter, Laura.

If you are interested in making the most of your finances with a partner who puts your best interests first, contact me and my team today.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Intergenerational Planning

My Personal Interests

  • Skiing
  • Running
  • Traveling
  • Outdoor Enthusiast
  • Genealogy

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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