Meet Our Team

Focus

With over 18 years’ experience as a Financial Advisor, I enjoy helping my clients create planning strategies that give them confidence in their ability to address their financial needs throughout their lives. Investments have been a lifelong passion of mine and it gives me a great deal of satisfaction watching a plan we have put in place help achieve each person’s goals so they can live their vision of the future.

Background & experience

I work with successful individuals, families, business owners and executives in both pre-retirement planning as well as retirement income planning. My extensive experience throughout major shifts in the markets enables me to better help clients in structuring balanced portfolios that address their specific financial goals.

I grew up in Montana and after graduating from high school, entered the Army. After training, I was assigned to the 82nd Airborne Division in Fort Bragg, NC where I was proud to serve. Upon being honorably discharged from active duty, I attended the University of Connecticut and earned my Bachelor of Science degree in Accounting while also serving in the National Guard.

I began my career as an intern at Ameriprise Financial, upon earning my securities licenses I was appointed as a Financial Advisor and progressed in my career thru the role of a Branch Manager. My licenses include the Series 7, 66, 4, 24, 53, 31, L/A/H insurance licenses, variable annuity and my NMLS license.

Continuing my professional development, I earned the Chartered Retirement Planning Counselor (CRPC®) designation. This comprehensive designation focuses on helping clients plan for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.

Away from the office

I have a 12-year-old son Jackson and enjoy spending time outdoors skiing, hiking, playing tennis and staying active. I enjoy golf and am a member at the Portsmouth Country Club. I am also a member of the American Legion at the Frank Booma post in Portsmouth and volunteer at Big Brothers, Big Sisters and Habitat for Humanity.

Focus

As a CERTIFIED FINANCIAL PLANNER™ professional, I have been helping clients align their financial decisions with the rest of their life for over two decades. I believe that stewardship requires a dedication to fully understand what’s important to clients and then creating and maintaining a tailored plan and investment strategy that integrates their values, their vision and their wealth.

 

Background & experience

I was raised on a family farm in northern Idaho.  A portion of the farmland was homesteaded by my grandfather in 1906 and a portion was homesteaded by his father-in-law (my great grandfather) in the 1870s.  So, I was the 3rd, and on a portion, the 4th generation to care for the land.  Stewardship for the land’s sustainability was inherent part of daily life and instilled the principle of doing what is right, not what is easy.

Growing up on a farm, I learned several important lessons that I bring to my role as a Financial Advisor. First, I take a long-term perspective and anticipate how each action impact’s the future. Next, I respect the natural process, recognizing that there are no short cuts to success. Third, nothing is certain so I anticipate and make plans to address potential risks. Finally, helping others is a core tenant of my focus as a Financial Advisor as I help my clients achieve their goals.

These lessons are the basis for many of the principles that guide my personal and profession life today. I consider myself not just an advisor, but a steward of my client’s financial lives.

 

Away from the office

My commitment to service carries over to involvement with the local community where I serve on the Board of Directors for Betty's Dream, a Foundation for the Physically Handicapped.

I spend my free time with my wife, Lois, a hypnotherapist and success coach.  We have four adult children, all engaged in their own professional careers.  We like to stay active both physically and mentally – when we aren't working in our gardens under the watchful eyes of their two tuxedo cats, we enjoy dancing traditional ballroom and Argentine Tango.

Focus

My business approach centers on being a valued resource for all my clients’ financial needs, and to provide sound advice and strategies geared for today’s complex and challenging market environment.

As a multi-generational wealth management consultant and Associate Vice President - Investment Officer at Wells Fargo Advisors, I have spent more than 25 years of my career dedicated to helping clients meet their financial goals.

Background & experience

I began my financial services career as a Bond Trader and Research Associate at Drexel Burnham & Lambert in New York, New York. From there I advanced to become a Financial Advisor with Paine Webber.

Prior to joining Wells Fargo Advisors in 2011, I worked for over 17 years as Second Vice President - Investments at Morgan Stanley Private Wealth Management.

I welcome the opportunity to learn more about my clients, their families, and their unique situations. This helps me gain a better understanding of each client's various personal and professional goals — whether it is to help preserve and grow wealth, plan for the financial security of the next generation, or manage investment risk. With access to the deep resources and specialists at Wells Fargo Advisors, I help my clients achieve their financial goals.

I believe that getting to know clients in a deep and personal way helps to better integrate their values, vision and wealth. No matter what life stage they are in — their saving years, nearing retirement, or retired, I recommend appropriate strategies to help clients reach their goals.

I’m dedicated to delivering highly responsive and individualized solutions to deliver goal-oriented results and exceptional client service.

Away from the office

I am a year-round outdoor enthusiast, taking full advantage of all that New England offers.  I enjoy golf, hiking, cycling, paddle boarding and boating throughout Maine and New Hampshire in the summer months.  The winter provides opportunities for pond hockey, fat tire biking and skiing.  I also volunteer at several food pantries and shelters.   My wife and I are proud parents of two college age children, each pursuing their professional career paths.

Sarah joined the Wells Fargo Advisors in 2017 and serves as our Senior Registered Client Associate.  She is responsible for Investment Plan updates and reviews, communications and serving in the role as liaison between our clients and financial advisors.  Prior to joining our team, Sarah spent most of her career in Education Finance where she handled relationship management, compliance risk, problem solving and community development.   She has also served on the Board of Directors of the Kittery Point Yacht Club, Seacoast Community School and the Nashua Children’s Home.

Sarah holds the professional Series 7 and Series 66 securities registrations.  She graduated from Radford University with majors in Political Science and Social Science and minors in Criminal Justice and History.  When not in the office, Sarah enjoys supporting her two children in their activities.  She and her husband, John, live with their two children in Portsmouth, NH.  Sarah is a native of Virginia.