I have been an investment advisor for 27 years. I view myself not just as an advisor, but as an advocate for the investor. The mission of One Day In July matches my ethics and fuels my enthusiasm.
I grew up outside of Boston in a loving, working-class family of 10 kids. Our parents instilled the values of hard work, education and above all compassion in all of their children, resulting in 14 college and graduate degrees and much volunteering. I entered the University of New Hampshire as an Art major and graduated in 1988 with a Business degree. I bring a bit of both of both disciplines to my career as a financial advisor.
I've lived on the New Hampshire seacoast since 1999, helping to raise three wonderful and active sons: Jack, Owen and Will. With one in college (Virginia Tech) and two at Exeter High School, life as a busy dad is hectic but joyful. When not watching hockey or lacrosse games, I can be found surfing at Jenness Beach or Long Sands or perhaps skiing in the White Mountains.
After a successful career at two of the largest investment firms in the world - 21 years at Merrill Lynch, 3 at Wells Fargo Advisors - advising individuals and corporations on investment matters, I am excited to be part of a firm that serves clients in an ethical and transparent manner. My business motto is: "Lowering fees, raising standards."
I've always tried to find the time to help in my community.
Among the non profit organizations that I have served over the years:
Most recently, I have accepted an appointment to join the New Hampshire State Board for Mental Health Practice, which advises the state and the governor on mental health services and standards. My most fulfilling volunteer role has been as a Guardian ad Litem for CASA NH www.casanh.org (since 2010), acting as an advocate for abused and neglected children in the NH State Court system.
In 2001 I fulfilled a childhood dream when I competed on the game show Jeopardy.
University of New Hampshire
Where I Live Now
Exeter, New Hampshire