Focus
The relationships I've built with my clients over the years are a testament to the trust and collaboration we share, and it is very rewarding to see them succeed and enjoying their lives after working so hard. With over 20 years of industry experience, I work with my clients to refine their vision, build their customized plan and help them organize their financial lives.


Background & experience
My educational background includes earning my Bachelor of Arts in Economics from Wheaton College. With my interest in economics and finance and a passion for helping people achieve their financial goals, I began my career as a Financial Advisor at Merrill Lynch before joining Wells Fargo Advisors in 2016.

To advance my skills in helping my clients achieve their financial goals, I have earned advanced professional designations including the CERTIFIED FINANCIAL PLANNER^® Professional; Retirement Income Certified Professional^®, and Certified Divorce Financial Analyst^®. Having earned these credentials through extensive coursework and examinations provides me with a comprehensive array of planning skills and specific knowledge to help address each area of a client's financial life. 

My approach is to take the time to listen and understand each client’s needs and create planning recommendations that focus on helping balance today’s priorities with a vision for the future and explain each topic and concept in clear, understandable language.


Away from the office
I enjoy spending time riding my horses, Burt and Wesson and attending educational events focusing on horsemanship. These events help build leadership and relationship skills for handling horses. I can also be found exploring and working on my land in Pownal.

NMLS ID: 514570



*The use of the CDFA^® designation does not permit Wells Fargo Advisors or it's Financial Advisors to provide legal advice, nor is it meant to imply that the firm or it's associates are acting as experts in this field.

Focus
With over 37 years of experience in the financial services industry, I handle the administrative and client service needs for the team. My vast knowledge of the operational processes and procedures combined with my caring approach helps me deliver a truly unique, positive end-to-end service experience for clients.

 
Background & experience
Throughout my career I have carried numerous responsibilities including operations manager, operations liaison, branch systems administrator, and sales assistant.

I began my career at MCG Portfolio Management Corp then moved to Kidder, Peabody & Co. for seven years before joining A. G. Edwards, a predecessor of Wells Fargo Advisors, in 1995.

I hold a Bachelor of Science degree from California State University, Long Beach. I also hold the FINRA Series 7, 66, 9/10 registrations and Insurance and Annuity licenses and earned my designation of Financial Paraplanner Qualified Professional (FPQP^®) from College for Financial Planning in 2022.
 

Away from the office
I live in Pownal, Maine and have two adult children and three grandsons. In my spare time, I enjoy traveling, gardening, riding my motorcycle and spending time with my grandsons.