Who We Are Get to Know Your Financial Guides

I am an independent financial advisor and insurance professional in Midcoast Maine.

Before beginning my career in financial services, I was a retail manager. I first obtained my life and health insurance license in 2012 after being introduced to the industry by my friend, Allan Beck. In 2018 I received my Series 65 license and began working specifically in the Investment Advisory and financial planning industry.

I am experienced in retirement and financial planning throughout all stages of life. As an independent advisor, I am able to work solely for the benefit of my client when offering investment advisory services. I greatly enjoy getting to know each family personally so that I can best understand their goals and work with them to achieve their long-term plans.

In 2009 I married my beautiful wife Rebekah; we live in Warren and have been blessed with 5 children and a small family farm.

I grew up in a family that has built many houses together. In 2018 we began building our own home, with guidance and help from my father and other family & friends. We completed the home and moved in 2020.

When I am not in the office, I enjoy volunteering with my family around the community or at our local church. I regularly enjoy playing board games with the kids on family game night.