I believe in being a kind person, in helping others and in seeking positive outcomes in life. This ethos comes from growing up in a single-parent home and a love for military tales of battle, triumph and perseverance. These beliefs and an engineering degree led me to a career with Edward Jones.

It is incredibly satisfying learning about who you are first, before the financial discussions begin. It is paramount that I listen to you and understand your "story". I want to know how your history shapes your vision of the future. 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 plans are in motion, I will partner with you to keep you on track and your goals in sight in spite of the inevitable changes life can throw our way.

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 driving force and motivation are my children, Maxxwell and Makenzie. 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.

It is a privilege to serve my clients and to help them achieve their unique goals. If I can be of assistance to you or a loved one, please give me a call.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • New Investors
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Hiking
  • Active Lifestyle

Office Information

Office Hours

Office Hours
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
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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