Qualifications
I began my financial career in 1979 with Dean Witter Reynolds in Portsmouth, NH. I started the Portsmouth branch of Tucker Anthony in 1993 as investment manager and branch manager. Tucker Anthony began doing business under the RBC Wealth Management name in 2002. I have been a member of RBC Wealth Management’s President’s Council and Director’s Council.
I earned a Bachelor of Arts degree from Dartmouth College and an MBA in business and economics from the Whittemore School at the University of New Hampshire. I am also a graduate of the Investment Management Program at Wharton School at the University of Pennsylvania.
In 1983, after completing the extensive curriculum required, I earned the CERTIFIED FINANCIAL PLANNER™ certification. All CERTIFIED FINANCIAL PLANNER™ candidates take extensive coursework in financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance. I am required to fulfill continuing education requirements as a professional with my CERTIFIED FINANCIAL PLANNER™ certification, which helps keep me current on new investment strategies and trends in the financial industry.
Licenses held: Series 7, 9, 10, 24, 63, 65, Life, Accident, Health and Long-Term Care Insurance.
Personal
Born and raised in the New England area, I live in Hampton with my wife, Kathy. I enjoy spending time with our children, hiking, reading, golfing, skiing, racquetball, cooking and traveling. I serve on the board for the Gundalow Company of Portsmouth. The Gundalow Company's mission is to protect the Piscataqua Region's maritime heritage and environment through education and action.
