“I am happiest in a garden, in a kitchen or on the beach. Even better when I am lucky enough to share it with those I love.”


Director of Wealth Management

I help high net worth families and retirement plan participants meet their investment goals. I have worked in the industry for over thirty years and have proven to be a dedicated investment portfolio manager with strong business development acumen.

Our clients often don’t have their investment goals strategically planned. Most of my time is spent on helping to define each client’s goals and expectations, paying specific attention to their unique demands and desires. I enjoy partnering with other professionals such as attorneys and accountants to coordinate a fully comprehensive plan. I love that I can bring a valuable perspective to my relationships enriched by my masters in taxation and experience with complicated circumstances during various economic/market cycles and life events.

I’m passionate about the relationships I develop with my peers, clients and professional network and love leading our company’s wealth management efforts by assisting new and existing clients with their financial planning solutions.

Community Involvement:

City Year, Board of Directors
Share Our Strength Taste of the Nation – Manchester, Board of Directors
Granite State Independent Living (GSIL), Member
YMCA, Certified Indoor Cyclist Trainer


Northeastern University – The D’Amore-McKim Graduate School of Business Administration, MS, Taxation
University of New Hampshire, BA, English


Gardening, spending time at the beach, cross fit and cycling

P: 603.410.6062


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