My financial services career began in Burlington, Vermont with New England Financial in 1987.  In 1992, I expanded my practice by transferring to the southern New Hampshire agency and currently live in Merrimack, NH.  Working primarily with families and small business owners, I pride myself on developing long term relationships by providing quality service and offering objective solutions designated to help meet both the short and long term needs of my clients.

Obtaining my Masters in Education from Johnson State College, helps me educate my clients on financial planning, investments and insurance. As I continue to increase my skills and knowledge in the areas of personal and business planning, I also take time to volunteer for the Nashua Salvation Army every Friday.  In addition, each year since 2013, I have been the recipient of the Five Star Wealth Manager Award.

Active with local small business organizations, I continue to assist small business owners, executives and retirees grow and prosper.  As past President of the NH Estate Planning Council, I have learned to work with other professionals to coordinate a supportive and concise financial plan addressing all areas of my clients’ needs.  Specifically, I also offer expertise to individuals who are looking towards retirement, going through a divorce or loss of a loved one, or is concerned about their long-term financial wellbeing and their families.

The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.