My Passion:
It is an honor and a privilege to be here for 21 years. I am so grateful to have the opportunity to work with four generations of families here in the Seacoast and across the country. It is my goal to help each client live the life they desire and to be with them for their entire journey.

My Background:
I was born in Cleveland, Ohio, raised by my mother and grandmother who came here from Slovenia. They taught me so much about the importance of saving, the value of an education, how every dollar matters and to help others whenever possible.

My first career was as an occupational therapist in greater Boston. I had other jobs in the health care industry before landing in York where I have lived for 30 years. I love this community and am actively involved in our land trust as well as many other local organizations.

My Process:

I still use my O.T. skills to help clients see where they are and where they want to be so that we can develop a customized strategy to help them get there. I evaluate their needs, identify their assets, assess their tolerance for risk, set goals for the near and long term and develop a strategy to meet them, prepare for the unexpected and measure our results on a regular basis.

I accomplish this by meeting people face-to-face whenever possible because I believe that it is important to meet someone in-person to truly know and understand who they are. I meet people in their homes, businesses, attorney and CPA offices, hospitals, retirement communities and in my office – whatever works best for them. I am available evenings and weekends by appointment.

My Team:

Kara Clark has been with me since 2015. She has a background in banking and insurance and is very devoted to our clients. We both strive to make a difference in the lives of all of those we serve by being good listeners, cheerleaders and true problem-solvers. We aim to provide exceptional service to the people we work with every day.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Yoga
  • Golfing

Office Information

Mailing Address

Po Box 809 York, ME 03909

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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