Our practice focuses on individual/family financial strategies, business retirement plans, insurance solutions and estate legacy considerations. Empathy, honesty, clear communication and accuracy are what clients can expect from us. Our mission to foster growth and improve lives is built on a foundation of inclusivity, kindness and appreciation within our practice and community.

I started with Edward Jones in 2013 following a successful tenure with Merrill Lynch. I enjoy working closely with my community by helping folks prepare for what's ahead and achieving goals. Demonstrating gratitude through volunteerism is one of my core values and helping others is important to me in both my professional and personal lives. I contribute my time and talent as a current board member for PAWS Animal Adoption in Camden. In the past, I served on other non-profit boards and business groups, and I was a Rotarian for many years.

I grew up on the New England shore, the son of a Naval officer and a social worker. Spending my early years living in Connecticut, Rhode Island and Maine, I developed a love of sailing, fishing and just being around the water. It's a big reason why I'm so happy to live and work in Lincolnville.

I met my wife, Lisa, while in college in Rhode Island. We married in '94 and started our family soon after. Around the same time, we moved to Arizona and then bought a company there. A few years later, I sold it and we moved to Oregon for the next opportunity. After missing the East Coast for too long, we returned to Maine in '08. Lisa now owns a real estate agency in Camden, and we have three three grown children, one of whom still lives locally. The youngest, our daughter, graduated from Virginia Tech in May of '22 with a BS in biology and she plans to attend grad school for a doctorate in veterinary medicine in the near future.

Like me, my Senior Branch Office Administrator, Breanna, has a deep love of Maine, dedication to family and community, and commitment to personal and professional growth. Originally from Downeast, Bre and her husband, Will, moved to the Midcoast in 2011. They volunteer alongside their son with the Waldo County Woodshed; she is a Northport Selectwoman, and Will serves on the local fire department.

It's important to us to positively impact the well-being of our community, so we'd love to know: What's important to you?

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Golfing
  • Auto Racing
  • Volunteering

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More