About

As Senior Wealth Manager and owner at Kennebec Wealth Management,  I specialize in retirement planning and investment strategies, but most importantly, I see myself as a coach, counselor, and cheerleader for my clients, especially during stressful and challenging times. With a career in the financial services industry that began in 1998, my primary responsibilities involve creating comprehensive financial plans tailored to achieve specific goals, accompanied by strategic investment strategies.

Over the years, I have gained extensive experience working at reputable firms such as Morgan Stanley, UBS Financial Services, and Sterling Trust Company. This journey has allowed me to navigate through various turbulent market periods, providing steadfast support and guidance to my clients. My qualifications include an array of designations and certifications, such as CFP®, AIF®, CRPS®, Series 7, and 65, underscoring my commitment to excellence in financial planning.