H.M. Payson since 1999
Peoples Heritage Bank
Maine Estate Planning Council
Thomas College, B.S. 1991
Cannon Financial Institute
Participation in many charitable events and walks throughout the year for organizations such as the Maine Cancer Foundation and Alzheimer’s Association
Working the concession stand at football games for my daughters’ high school, as well as other community fundraisers and services
Traveling with my two teenage girls to lacrosse tournaments around Maine and beyond; attending their indoor track meets, awards banquets and choir concerts; or simply enjoying the beach, dining out or catching a Sea Dogs or Red Sox game with them
HM Payson fosters a collaborative work environment – using a team approach to tap resources from our Trust, Wealth Management and Investment groups – so we can take the appropriate amount of time and put our client’s needs first.
I love the opportunity to help our clients – understand their estate plans, get to know them and their extended family as people, understand their needs and goals, find creative ways to problem solve issues specific to them, provide referrals to other professionals when warranted, or simply change a light bulb if I happen to be visiting and it needs to be done – it’s always rewarding when you know you’ve done right by our clients.