When I was young, my grandfather would always say, “The best time to plant a tree was 20 years ago, but the second-best time is today.” The lessons he and my father taught me over the years instilled in me a mindset and a passion for educating others. The old saying “an ounce of prevention is worth a pound of cure” is true in financial preparation as well. My clients want a coach who can help them sort through the abundance of information available today while teaching them how to achieve their goals.
As a father, I think a lot about the future of my
two sons and want our financial resources to be a positive influence. As a husband, I want the security of knowing that my wife will be financially secure if the unexpected ever happens to me. My clients feel the same way. That’s why I help families to save more, grow what they’ve saved, protect what they’ve grown, and efficiently transfer their wealth to the next generation. I want my clients to live the life they love.
Over the last several years, while building my practice, I have felt the struggles and the pride of creating something of value. I focus on helping business owners with financial strategies to get the most out of their business while helping to minimize their risk. When you decide to work with our practice, we start by understanding what is most important to you. Then our established process is used to build personalized strategies that fit your needs to help you achieve your financial goals. Lastly, we collaborate with you to help keep you on track.
When I meet with clients, I want them to leave feeling understood, informed, in control, and secure, and to have confidence in their financial future, so they can focus on enjoying what is important to them today. Outside of this important work, you can find me playing music, reading a good book, coaching the South Portland High School Marching Band, or volunteering with the Maine Alzheimer’s Association. Most often, I’m with my family: at the playground, enjoying the Maine outdoors, playing hockey, and being the best father and husband I can be.