My career in financial services began in 1986 when I joined E.F. Hutton where I was a Registered Sales Assistant. In 1990 I worked at A.G. Edwards as an Account Executive and in 1992 I moved over to Smith Barney where I became a Vice President of Wealth Management. I remained there until 2009 when I joined RBC Wealth Management as a Vice President and Financial Advisor. I am a graduate of Wheaton College where I obtained a Bachelor of Art’s degree in political science/economics. I hold the Series 7 license as well as the 63 and 65 licenses. I am also insurance licensed. I am a current board member for the Rotary Club of Portland.
Born in Portland, I currently reside in Cape Elizabeth with my two boys. I enjoy being active in international affairs through my Foundation work with the Portland Rotary. My interests outside of work include playing the fiddle, running, skiing and tennis.