Areas of focus
- Investments
- Business Retirement Plans
- Wealth Preservation Strategies
- Investment Management
- Charitable Giving
- Intergenerational Planning
- Saving for Education
- Sustainable and Responsible Investing
- Estate Planning Strategies
- Retirement Planning Strategies
- Small Business
- Cash Flow Management Strategies
- Tax Planning Strategies
- Social Security Retirement Benefits
- Retirement Income Strategies
- Women's Financial Strategies
- Retirement Plan Distribution
- Insurance
- Domestic Partner Planning
- Executive Compensation and Benefit Strategies
- Family Finances
Education
- Bachelors, Business Administration, University of Maine, Orono, Maine
Professional associations
- Penobscot Bay Regional Chamber of Commerce
Community participation
- Camden Rotary Club
- Big Brothers Big Sisters of Mid-Maine
- Town of Rockport Investment Committee
- University of Maine Foundation
Interests
- Spending Time with Family
- Snowboarding
- Novice Magician
- Fitness
- Playing Sports
- Brewing Beer
- Spending Time at Camp
- Wakeboarding
- Gardening
