About
We help people approaching and living in retirement make confident decisions about income, investments, taxes, and legacy planning.
Independent advice.
Thoughtful planning.
Confident decisions.
As an independent fiduciary, we provide objective guidance built around your life, your priorities, and your best interests — helping you make informed retirement decisions, avoid costly missteps, and keep more of your financial life working toward what matters most.
Our Mission
To guide our clients with independent, objective advice designed to support what matters most - today, tomorrow, and for generations to come.
Our philosophy is simple: plan with purpose, act with discipline, and put our clients' interests first
MY BACKGROUND
Professional experience.
Personal perspective.
I’m a CERTIFIED FINANCIAL PLANNER™ professional with more than twenty years of experience in financial services. I’ve worked closely with clients through market cycles, retirement transitions, investment decisions, and major life changes.
Over time, I became most drawn to the relationship side of the work — helping clients understand their options, think through important decisions, and feel supported as their lives evolve. Today, my work focuses on helping people approach retirement and navigate the years that follow with thoughtful planning, steady guidance, and attention to the decisions that matter most.
I come from a military family, where responsibility, preparation, and showing up consistently were simply part of life. Early on, I was drawn to teaching, coaching, and helping people work through important decisions. Financial planning became the place where that instinct and my professional experience came together.
My wife and I moved to Maine in 2007 and live in Saco with our two daughters and our dog, Mazie. Outside of work, I enjoy DIY projects, time with family and friends, my daughters’ activities, and getting outdoors with my dog to explore Maine.
I value a simple, grounded life and bring that same perspective to the work I do with clients.
Our Core Beliefs
You're more than your money
Your values, goals, and relationships matter most. Money is a tool to support the life you want to live.
Independence helps advice stay objective.
As an independent fiduciary, we are free from proprietary products, quotas, and incentives. Your interests come first.
Clarity creates confidence.
A well-built plan helps you make informed decisions, stay focused, and adapt as life changes
Our Core Values
Perspective
Our approach brings organization and oversight to your financial life, helping you see where you stand, what matters most, and what comes next.
Insight
We help clients understand the reasoning behind each step and decision, so they can feel informed, involved, and prepared.
Commitment
We stay actively involved over time, anticipating change, adjusting plans, and remaining a steady partner as clients’ lives and priorities evolve.