H.M. Payson since 1995
Tucker Anthony & R. L. Day
Maine CFA Society (president, 1999-2000)
Colby College, B.A. 1981
Cancer Community Center trustee from 2005-2013
Previously active in Cumberland youth sports (coaching, boosters), and MSAD 51 Facilities Project Planning Committees.
Golf has become somewhat of an obsession. I also enjoy tennis, fly-fishing, guitar and a good book. Looking forward to more travel, with college-tuition in the rear view mirror!
I seem to have a knack for distilling complex investment and market information into digestible terms that clients can relate to. It’s a challenge I enjoy, and they seem to appreciate it.
My best day at work is when a client takes the time to thank me (or the firm) for our services. Perfection is elusive in this business, and results – in the short run – don’t always meet our expectations. When a client says “thank you for what you have done for our family”, that means a lot.