I am dedicated to serving the investment and financial needs of my clients through comprehensive financial planning and strategic investment management. I work with individuals, families, and business clients across all facets of financial planning, including wealth preservation and succession planning.As an independent advisor, I focus entirely on my clients' goals, offering a wide range of investment and insurance products, and recommending options that are suitable for each individual client's unique situation and requirements. I specialize in retirement and income planning, always providing a clear, straightforward explanation of financial products and services and how they fit into my client's overall plan.I have 29 years of investment advisory experience and currently hold Series 7, 24, 63 and 66 securities registrations through LPL Financial. I am also a licensed insurance broker.My wife, Sheryl and I were married back in July of 1993, and we reside in Hollis, NH. We have 3 children. We all love being involved at Crossway Christian Church at The Pond Campus in Nashua. In my free time I enjoy reading, traveling, hiking, swimming, tennis, skiing and spending quality time with my family.
Listed skills include Mutual Funds, Retirement, Retirement Planning, Financial Advisory, and 4 others.