Biddeford, Maine, United States



  • The American College

    Masters ( Financial Services)

    2004 - 2011
  • Thomas Edison State University

    Bachelors ( Business Administration)

    1993 - 2004
  • University of Southern Maine

    Associates ( Business Management)

    1986 - 1993
  • Biddeford High School

    1983 - 1986


  • Retirement Plan Consulting
  • RFP Generation
  • Investment Advisory
  • Qualified Retirement Plans
  • Non-Qualified Deferred Compensation
  • Holistic Financial Planning
  • Estate Planning
  • Financial Goals
  • Retirement Planning
  • 401k Rollovers

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