As the Branch Director and a financial advisor of the Portsmouth branch, I oversee daily operations while providing strategic leadership to help provide exceptional client service and long-term financial outcomes. My expanded responsibilities include leading and developing advisors, strengthening client relationships, driving branch growth, and ensuring regulatory and operational excellence. I am committed to aligning our branch’s efforts with the firm’s broader mission while maintaining the highest standards of integrity and professionalism.
In Portsmouth, my vision is to build a branch recognized for trusted advice, collaborative teamwork, and lasting community impact. I am focused on cultivating a culture grounded in accountability, transparency, and continuous development—one where advisors are empowered to act in their clients’ best interests, support one another, and grow both professionally and personally. By fostering a strong, values-driven environment, I aim to create a branch that delivers meaningful guidance and sustainable success for clients and team members alike.
