Education

• Bachelor of Science – Business, Miami University

Credentials

• Portfolio Manager – 30 years
• CFA Level 1 – investment tools, asset classes, portfolio management, ethical &
  professional standards

Community Involvement

• Prospect Woodward Home – Board Member
• Monadnock Regional Foundation for Family Services – Board Member
• Monadnock Community Services Center – Board Member
• Keene Lions Club – Member

Philosophy

“It’s a privilege to work with our clients and be part of a team that helps them establish and achieve their financial goals.”

Personal

“Staying active by playing basketball, golf, hiking or gardening; listening to many types of music.”

Special Expertise

• Investment management for individuals
• Endowments
• Municipal Trust Funds
• Business Profit Sharing Plans