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

My wife, Logan, and I live in Greenland, NH and we are also excited to announce that we welcomed our first child, Damien, in October 2021. 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 active members of our church in Portsmouth and sponsors for Word Radio. In addition, I volunteer to coach new financial 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 them 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 office administrator, 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
  • New Investors
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Office Information

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

Email Me

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