Education

• College of Financial Planning, Merrimack College
• MBA – Management, Saint Michael’s College
• Bachelor of Arts – Economics, University of Vermont

Credentials

• CERTIFIED FINANCIAL PLANNER™

Community Involvement

• Trustee, State of New Hampshire Retirement System
• Board Member, Concord Hospital Investment Committee
• Board Member, The NHHEAF Network
• Past Board Member, Central NH Boys & Girls Club
• Past Board Member, NH Charitable Foundation, Capital Region
• 2018 Alumni, Leadership NH

Philosophy

“My passion is to provide quality financial advice as a service to those who themselves provide much needed community services to others.”

Personal

“I enjoy reading, skiing and Bikram Yoga.”

Special Expertise

• Financial Planning
• Not-For-Profit Clients
• Investment Management