H.M. Payson since 2015
Old Port Advisors, Vice President and Portfolio Manager
Legg Mason (now Morgan Stanley), Financial Advisors
Hobart College, B.A. 1998
Board of trustees, North Yarmouth Academy and NYA Investment Committee Chair
Board Member Freeport Historical Society
Navigator with the Gulf of Maine Research Institute
Regional vice president, Hobart College Alumni Association
Boating around Casco Bay and Boothbay Harbor with family, coaching our daughters’ soccer teams, playing squash, hockey and golf; spending time with my in-laws on a beautiful lake in Northern Michigan every August
Finding the right questions to ask in order to figure out what truly matters to clients regarding their finances and what their goals are and then formulating a clear plan to achieve those goals.
The approach at HM Payson is truly a collaborative team approach where clients have access to expertise across the firm whether it be research, wealth planning, trust services, etc. Also, I think the fact that clients, prospective clients and friends of the firm are invited to sit in on our Thursday morning firm-wide research meetings is very unique and says a lot about the pride we take in our research efforts.