As a Senior Financial Advisor and Retirement Plan Specialist for over 11 of years, my goal is to provide simpler, safer and more cost effective retirement plan solutions for my clients. My services include implementing sound strategies that mitigate the, sometimes unknown, financial risk to your 401(k) plan and ultimately your and your employees’ nest egg.
As an independent Investment Advisor Representative (IAR), I look to advise my clients on their existing retirement plan vs. pitching a plan or product. This is an important distinction because it means my recommendations to a retirement portfolio are independent of any one financial product or provider.
The majority of the time I spend with clients is focused on understanding a client’s financial needs and providing an education on the myriad of financial products available. This will help to decipher all of the critical information necessary to make the best financial decisions for you, your family, your business and your employees.
With an efficient and effective retirement plan for your business, this will aid in not only attracting quality talent to your business but retain the employees who you value.
I earned a Bachelor of Science degree in Mechanical Engineering with a minor in Economics from Norwich University Military College of Vermont. This has been a key contributing factor to my ability to analyze data projections of retirement plans and distill the data to determine how this applies to you, your plan, your goals and your future.
I’m actively involved in my community and currently hold a position on the Bolton Economic Development Commission. I have also served as a Director on the Bolton Land Trust. When I’m not working, I love golf, snowboarding and spending time with my family most of all.