Qualifications
A graduate of the University of New Hampshire, I earned a Bachelor of Arts degree in economics and went on to earn an MBA from Plymouth State College. In 1997, I entered the financial services industry. I hold the Series 7, 9, 10, 63, and 65 licenses as well as the life, health, and annuities insurance licenses. In 2006, I earned the CERTIFIED FINANCIAL PLANNER™ certification. This additional education has provided me the knowledge and skills to help design and implement sophisticated financial solutions for my clients’ unique planning goals.
Personal
Raised in Keene, NH, I currently live there with my wife, Beth Ann, and our daughter, Kiley Jo. I enjoy volunteering my time with Kiwanis Club of Keene and as a member of Greater Keene Chamber of Commerce. In addition, I serve on the Board of Directors and as a Softball Commissioner for the Greater Keene Youth Baseball & Softball Association.
