Financial and retirement advice
I will answer your questions on your investments and help you make sound Financial choices to grow and protect your money. 20 years experience helping people with the following: 401k rollovers, investment reviews, portfolio checkups, life insurance advice, business advice and so much more. I'd love to help!
Training & Qualifications
Registered investment adviser, state of Maine. 20 yrs experience.
Availability & Preferences
I always try to be flexible but usually my best days are tues, wed, and Thurs.