VP/Senior Wealth Management Advisor
In my position, I help clients with business, retirement and investment challenges. I specialize in working with business owners who are planning to exit their business, have exited their business or have excess cash in their business and would like to maximize their investment, tax and estate plan to work toward their family’s goals.
I especially enjoy helping clients solve their financial puzzle – making sure the investment, tax and estate planning pieces fit together as efficiently as possible, so they can maximize their net worth for living and giving.
Originally from Scarborough, Maine, I have worked in wealth management and investments since 2008 and have earned my CERTIFIED FINANCIAL PLANNER™ designation.
My wife, Jillian, and I live in Phoenix and have 3 children. Outside of work, I enjoy spending time with my family, our local church community, playing golf, and teaching my sons about hockey. We enjoy volunteering for the charitable organizations of St. Vincent de Paul and Hope Women’s Shelter.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.