Not too long ago, a woman walked into my office asking for an appointment. When asked how she found our office, she replied, " I heard you are the teacher [financial] advisor and I have no idea about this stuff!" Truth be told, she couldn't have paid me a bigger compliment!

I have spent the entirety of my professional career teaching, coaching and empowering individuals and families to reach goals they never thought possible.

Together, Jeanne Usereau, our branch office administrator, and I love working closely with our clients to ensure that we understand their goals and challenges. We have a passion for understanding what is important to you, as that is critical to our partnership with you.

My wife, Michelle, and I live in Swanzey, NH with our two sons who are 16 and 11. When not at work, I thoroughly enjoy gardening, fishing and looking for that elusive Whitetail deer. I am excited to be serving in the community as the 2021 Chairman for the Walk to End Alzheimer's; this is a cause that is very important to those we love. Past community involvements include The Monadnock Regional School Board and Big Brother's Big Sister's of Keene. Additionally, I serve on the leadership team within our regional Edward Jones sector.

We partner with clients who are serious about investing over the long term. We aim to provide the highest level of service and education to make sense of investing. We would love to help answer your questions and get to know your personal situation. Together, we can chart a course and implement informed, sound personalized strategies. Please feel free to contact me.

Focus areas

  • Business Retirement Plans
  • New Investors
  • Portfolio Reviews
  • Socially Conscious Investing
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Basketball
  • Coaching Sports
  • Cooking
  • Hunting
  • Gardening

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