I believe in being a kind person, that the greatest gift we can give is our time and always looking for the positives in life. Relocating a lot throughout my life and overcoming life's obstacles is the driving force behind my beliefs. Here at Edward Jones, I am able to share this with our clients and my engineering background is yet another arrow in the quiver.
The most important step is learning about who you are first, before the financial discussions begin. Understanding your "story", your "why", and listening to your priorities will drive all of our future conversations. Whether your goals involve a simple life in retirement, an adventurous life of travel, assisting with educational expenses or preparing for the costs of health care as retirement draws near, I use an established process to develop personalized strategies to help you realize financial success. Once the retirement road map is planned, we will partner together keeping you on track and your goals in sight throughout life's eventual detours.
I was born on an Air Force Base in the Philippines and moved around as a child with my mother and younger sister. I eventually landed in Maine with my father. I graduated from Windham High School and then earned my Bachelor of Science degree in chemical engineering from the University of Maine. I began my career as an engineer in the paper industry allowing me to travel the globe. After living outside of Maine for several years, I returned home and found a career where I can develop lifelong relationships and utilize my engineering mindset to troubleshoot and develop unique solutions for my clients.
My "why" are my children, Maxxwell and Makenzie, and my partner in life, Cherie. They keep me grounded, determined and forever seeking adventures.
I have the honor of serving on the board of two local non-profits, Amicus and the Christine B Foundation.
I cannot forget my teammate in the branch, Linda Jalbert. Our office would not be as efficient without her, and the client experience is always her priority.
It is a privilege to serve our clients and to help them achieve their unique goals. If we can be of assistance to you or a loved one, please give us a call.
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- New Investors
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Active Lifestyle
Office Address54 Main St Ste 1
Oakland, ME 04963 opens in a new window
Phone NumberRob Smith at (207) 465-7179
|Mon||08:30AM - 06:00PM|
|Tue||08:30AM - 06:00PM|
|Wed||08:30AM - 06:00PM|
|Thu||08:30AM - 06:00PM|
|Fri||08:30AM - 06:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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