Setting goals is the first step towards achieving them. Whether it’s saving for retirement, planning your income, leaving a legacy or transitioning your business; you must first clearly identify what it is you’re trying to accomplish.

With over a quarter century’s experience as a financial advisor, I’ve developed a collaborative process that allows our team to best serve you while helping you realize your financial dreams. Our model aims to help you to eliminate the stress and anxiety that comes with planning for your future while we deliver sound guidance along the way. We’ll help you make informed decisions using straightforward and transparent strategies designed to help you grow, protect and preserve what you’ve worked so hard to build, all while adhering to the three core pillars of my investment philosophy: Cost Efficiency, Risk Mitigation and Upside Retention/Enhancement. Whether articulating strategy, making necessary adjustments, or adapting to ever-evolving circumstances, our mission is to help you clearly identify your goals and establish a path to help get you there.

Education

University of Vermont (1995-1998)

Hobbies

spending time with family, skiing, hiking, boating, concerts

Affiliations & Memberships

Board Member of the Baystate Charitable Foundation, Member of the Prudential Committee for the Colchester Water Department, Sponsor of the UVM Athletic Department

Community Involvement

COTS Walk, Feeding Champlain Valley