I am an investment professional with more than thirty years of experience. My strongest trait, is that I am a good listener. I am completely interested in hearing your life story.
My goal is to help individuals, corporations and families secure their financial future. I place a strong emphasis in the areas of retirement plan rollovers, estate planning, insurance and specialize in retirement income portfolios. Suitability and client financial literacy are cornerstones of my practice.
I pride myself on providing prompt and reliable service to my clients. We manage the financial portfolios of over 200 clients in over 20 states. I strive to do a complete financial plan before making any investment recommendations.
I am a Musician. I write and record music, as well as play professionally with a several Vermont bands and artists. I do a lot of work for our Veterans through World Team Sports. I am also very active in my local community. I am a Ludlow, VT Rotarian, where I currently serve as President. I enjoy running, golf, travel and the occasional Cuban cigar. My favorite people are my partner Lori and her two girls and my beautiful daughter Madi.
I am very blessed.