In the investment world, like weather on an ocean, there are always changes, and it’s important to have an experienced ship captain to help navigate towards the chosen destination. In my two decades as a Financial Advisor, I’ve seen both calm and stormy seas as the markets have fluctuated. Throughout, I’ve remained committed to helping my clients steer through these market conditions.
As I get to know new clients, I work to understand the scenario that they consider their destination. Their financial objectives may include saving to send children to college, buying a second home, travel, and planning for retirement. Once they’ve set priorities and identified their goals, I help them create a plan focused on achieving these goals.
Sometimes a client’s plan requires a course correction as unanticipated needs arise. I enjoy working with them to address problems, steer around potential obstacles and stay focused on their target destination. While I can’t control market activity, I can tweak our strategy to help yield the best possible results. It is very gratifying to see clients with whom I have long-term relationships reach their retirement goals.
In addition to working with clients as a Financial Advisor, I serve as Branch Manager of the Manchester branch of Wells Fargo Advisors. As new employees join us, I mentor them to be reliable and knowledgeable professionals. As with my clients, I am here to guide them along the way.
Outside of the workplace, I am on the board of Trinity High School, Holy Cross Alumni Association, Greater Manchester Chamber of Commerce and the Manchester Development Corporation. Additionally, I am the chair of the Storybook Ball to benefit Children's Hospital at Dartmouth. Also, I volunteer for Swim with a Mission. I also enjoy spending time with my two daughters. 
CA Insurance License Number: 0H90343. Resident State NH.