A graduate from the University of Maine, I earned a Bachelor of Science degree and a Master of Business Administration degree. I hold the Series 7 and 66 licenses. In 2008, I completed all of the requirements and awarded the CERTIFIED FINANCIAL PLANNER™ certification. With over 30 years of experience in the financial services industry in commercial, private banking and investment advisory roles, I have gained a wide array of knowledge and experiences that I use when assisting clients.
I am a board member of the Maine Children Cancer Program and the World Affairs Council of Maine.