Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Education Planning

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners...


Charitable Giving

Charitable giving is important for my family and I. I am sharing these company logos with you to raise awareness for the charities that we are either actively involved in or that...


Student/Athlete Financial Literacy

Working with Student-Athletes at the High School, Division I, Division II and Division III level is very rewarding! As a former Division I hockey player and scholarship athlete at the University of New Hampshire, I understand the rigors of balancing college coursework, social demands, and performing daily at the highest level of NCAA Hockey.