About our founder


I retired from the U.S. Navy in 1977, and received a BS in Human Services from The New Hampshire College.  In 1989 I entered the financial industry, and it has been my privilege to serve the financial needs of my clients since then.  Being licensed in many aspects of the securities, life and disability insurance and Long Term Care fields has allowed me the opportunity to help people comprehensively plan their futures and the futures of their families and businesses.  As a member of the financial community and the Chamber of Commerce, I continually educate myself as to the latest changes in laws and practical planning solutions that may affect my clients' objectives.   I and my associates share the same philosophy as other financial professionals of teaching people the importance of  managing their finances so they can be in control of their money and the importance of being debt free.  Combining the talents of my associates, we together bring over fifty years of business and life experience to our practice.