Education

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

Credentials

• Certified Financial Planner (CFP®)

Community Involvement

• Boys & Girls Clubs of Central NH
• Board Member, NH Charitable Foundation, Capital Region
• Board Member, The NHHEAF Network
• 2018 Alumni, Leadership NH

Philosophy

“As a financial planner my value is helping people examine, model, test and implement plans that can help them transition to a successful retirement.”

Personal

“I enjoy reading, skiing and Bikram Yoga.”

Special Expertise

• Financial Planning
• Not-for-profit Clients
• Investment Management