When I was a college student, my physics professor challenged me with a complex problem. We would spend the semester together working to solve the challenge. Our professor was devoted and helped us understand complex ideas. Today, I live by this example for our clients.

As a financial advisor, I believe it’s important to invest my time to understand what you are working toward before you invest your money. It’s important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Your financial situation may feel complex and overwhelming, but I am excited to help you organize and build a long term strategy so you feel secure, in control and informed on your way toward achieving your financial goals.

Whether you’re planning for retirement or trying to protect the financial future of the ones you care for the most, we are in your corner, monitoring progress to help make sure you stay on track and making adjustments as needed. Throughout it all, we’re dedicated to providing you top-notch client service.

We are also well versed in socially conscious investing for those who would like their investments to align with their values.

We welcome the opportunity to work with your accountant, estate attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. I am fortunate to work with 20 year veteran and senior branch associate, Maureen King, as well as Maureen McHugh, who has been with us for over a year. We invite you to contact our branch so we can have a discussion about your goals and what is most important in your life.

When I’m not doing this important work, I love being a Dad to my two kids, Jethro and Sylvia, and husband to my wife, Susan. We enjoy spending time in the great Maine outdoors, camping, hiking, skiing and enjoying the ocean.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Socially Conscious Investing
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Outdoor Enthusiast
  • Yoga
  • Martial Arts

Office Information

Mailing Address

251 US Route 1 Falmouth, ME 04105

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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