A Collaborative Team. A Personalized Relationship.

Focus
I truly value the relationships I develop with my clients and take great pride in helping put comprehensive planning strategies in place targeting their financial goals throughout their lives. As I work with my clients, I provide advice and guidance delivered with the highest level of personal service and professional integrity.

Background and experience
With over 18 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience enables me to help my clients structure balanced portfolios to address their specific financial goals.

In 2007, I began my Financial Services career with Edward Jones, where I worked for over 12 years. I then moved my financial practice to Wells Fargo Advisors in Burlington, VT in March of 2020. I have served investors across the US for over 15 years and look forward to helping them meet their financial goals for many years to come.

Whether you're seeking tax-deferred growth for your personal investment portfolio or an attractive employee-benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs and IRA rollovers, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, 401(k), pension, and profit-sharing plans.

Away from the office
I live in South Hero, VT with my wife Kristen, and our two children William and Kate. I enjoy spending much of my free time traveling, golfing, and boating on Lake Champlain.

Focus
By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals. With over 15 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.

Background and experience
I have worked as a Financial Advisor for both individual and institutional investors across the U.S. for 20 years.

I built my financial services career as a Financial Advisor with Edward Jones for 15 years before joining Wells Fargo Advisors in 2021. Throughout my career I have developed extensive experience throughout major shifts in the markets enabling me to help my clients structure balanced portfolios and keep them on track for their goals.

It takes more than a single planning session to put your wealth to work in support of your life's goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We'll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Away from the office
My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. I am active with Green Mountain United Way and Montpelier Kiwanis Club.

Focus
I value collaboration and celebrating achievement. By focusing on each investor's specific needs, I develop strategies that help them achieve their financial goals. My mission is to collaborate and provide every client with targeted, comprehensive financial advice and portfolio management , delivered with the highest level of personal service and professional integrity.

Background and experience
My educational experience includes earning my BA in Business Management from Johnson State College in Vermont and then earning my Masters of Business Administration (MBA) from Clarkson University.

While earning my degrees, I worked full time in the Vermont Army National Guard where I took great pride in serving my state and country.

I began my financial services career in 2012 as a Financial Advisor at Edward Jones, and then moved to Wells Fargo Advisors in 2021.

As a Financial Advisor it is very fulfilling to work with my clients and put strategies and plan in place to help them reach their goals throughout their lives. Since planning is an ongoing process, as your life circumstances change, I work with you to adjust the investment strategies needed to help keep you on course toward your objectives.

Away from the office
My commitment to service carries over to my community involvement where I donate my time to a number of organizations throughout the area. My Wife Emily and I live in Duxbury, VT with our 2 Children.

Focus
In my day-to-day role as Senior Registered Client Associate, I assist clients with all their administrative, trading, and operational needs. I am known for my prompt and efficient response to clients' concerns, and I believe I excel in delivering that extra touch of client support. Whether it's a short follow-up email or handling complex estate processing matters, my reliable contact with clients showcases my commitment to clients. I believe clients appreciate my candidness, integrity, and collaboration with them. I enjoy working with the professionals on our team because they each bring a different set of skills to the table and collaborate as we strive to provide the best outcomes for our clients.

Background and experience
I have over 31 years of experience in the financial services industry. I started my career at AG Edwards in 1992 and have been with Wells Fargo Advisors since 2008. 

Away from the office
Outside of the office, I enjoy spending time with my husband, Sean, and our two children, Mason and Amanda, and grandson Theo. Our German Shepherd, Jax, and four cats, Jade, Pounce, Sunny, and Misty, also keep us busy and bring joy to our lives.