Education

• Bachelor of Science – Business Administration, Southern New Hampshire University
• Project Manager Certificate, IAP Career College

Credentials

• Certified Trust and Financial Advisor (CTFA) 
• Scrum Master Certified

Community Involvement

• Board Member, Northeast Delta Dental
• School Moderator, Town of Alton
• Past Member and Chair, Town of Alton Selectboard
• Past Chairperson, Prospect Mountain High School 
• Past Board Member and Chair, Alton Central School
• Past Board Member, Lakes Region Mental Health Center

Philosophy

“I find great satisfaction in helping people navigate their financial journey with confidence. My goals are to provide personalized guidance that empowers clients to achieve their dreams while securing their future.”

Personal

• Reading
• Classic cars 
• Time at the ocean

Special Expertise

• Organizational Leadership 
• Client Relationships
• Fiduciary Acumen
• Investment Management 
• Regulatory Compliance