I am dedicated to serving the investment and financial needs of my clients by offering independent financial planning advice, along with a wide variety of products and services. My firm’s goal is to build long-term relationships that help my clients reduce taxes; work toward their retirement objectives and attain the confidence that comes with financial freedom. My goal is to make complicated financial matters easy to understand and to design effective and creative solutions.Since 1993, I have been developing custom financial plans and providing clients access to managed portfolios, mutual funds, stocks, bonds, and other investment opportunities, which enables me to implement and fund my clients' individual plans.As an independent associate of Northeast Planning Associates, Inc. (NPA), I have experience in Retirement Planning, Wealth Management, Advanced Estate Planning, Tax Management, Education Planning, and Qualified Plans. I hold a Series 6, Series 63, Series 65, and Series 7 through LPL Financial. I received my CFP® through The College for Financial Planning in Denver, Colorado, and my CLU, ChFC and CASL® from the American College in Bryn Mawr, Pennsylvania. I work with my associates and staff at our Newington office location, and am also part of an “on-call” advisor team to members of Holy Rosary Credit Union with offices in Rochester, Dover and Farmington.As an active member in my community, I enjoy serving on the Guest Services team at Next Level Church in Somersworth. My wife Barb and I live in Dover with our three married children, Lissa, Zachary and Tiffany, and two grandsons, Emrys and Theo. Our family enjoys time together at Lake Winnapesaukee, boating about “The Refresher”.
Listed skills include Financial Planning, Investments, Retirement Planning, Wealth Management, and 4 others.