Welcome! Thank you for your interest and for giving me the opportunity to introduce myself.

My wife, Logan, and I live in Exeter, NH and we love everything the seacoast area has to offer. We enjoy the ocean, trying out new restaurants (Toscana in Portsmouth is our current favorite), playing cribbage and spending intentional time with our extended family. We are also very excited to be welcoming our first child in October.

We are active members of our church in Portsmouth and sponsors for Word Radio, and I am a member of Lions Club International. In addition, I volunteer to coach newer advisors to help them develop successful and ethical practices.

Why did I pursue a career in finance? Throughout the course of my grandparents’ retirement, I witnessed the consequences of not having a comprehensive financial strategy and a trusted professional to help keep you on track with your goals.

I want to truly get to know my clients and assure them that they are understood, in control, informed and secure.

When you choose to work with us, there are several things you can expect throughout our lifelong partnership:

A comprehensive written financial strategy including:
- Retirement planning
- Preparing for market risk and unexpected life events
- Long term care planning
- Multi-Generational financial strategies
- Estate and legacy strategies
- Planning for education costs
- Cash flow analysis

Frequent and consistent communication from our office including:
- Quarterly portfolio reviews
- Annual financial review

Coordination with outside professionals:
- CPAs
- Attorneys

Transparent explanation of costs:
- A detailed cost report is generated at every financial review

Along with my branch partner, Terri Sirois, we are driven to provide the highest level of personal service and we are eager to welcome you to our client family.

If you would like to explore partnering with our office, please contact us to schedule a complimentary review.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

Office Information

Office Address

120 Washington St Suite 206 Rochester, NH 03839

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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