Wells Fargo Advisors Associate Vice President 2009-2018
Morgan Stanley – Operations Manager – 2000-2009
Kidder Peabody (PaineWebber, UBS) 1992-2000
FINRA licensed 7,9,10,31,63,65
State of Maine Insurance License
When I’m not on a field or gym watching my daughter play sports I enjoy running, biking and skiing.
Finding solutions to clients complex financial needs
After 26 years in the Financial Service industry, I was excited to join HM Payson because of the depth of resources available to our clients as well as the ability to work collaboratively on a team with a common goal to help our clients reach their financial goals.