hero-image

Guiding you through Life's Financial Changes

302 Mountain View Dr Ste 201
Colchester, VT 05446
Phone:
  • 802-264-6615
Fax:
  • 802-863-0343

38 Years. One Focus.

Building strong client relationships is the foundation of my approach, and I have 38 years of combined experience helping people of means pursue their financial and wealth management goals. I am committed to earning your trust by offering candid financial advice and pro-active investment guidance. 

Many clients that I work with have begun, or are preparing for, a new stage of life – retirement. They come to me seeking strategies designed to preserve their wealth and help provide an income stream that will enable them to realize lifelong goals and dreams. I am pleased that several relationships I have established span two or three generations of the same family. 

I realize that no two clients are alike, even though they may share similar concerns. That is exactly why I take the time to learn who you are, what's important to you and what you want to accomplish with your wealth – for yourself and future generations. 

Again, I appreciate your trust and desire to work with me. 

I look forward to collaborating with you in the coming months and years to help you accomplish your financial goals. 

Planning for you and yours,

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck