I am a financial advisor with a focus on organizing, managing and protecting client's assets. In addition to asset management my specialty is asset preservation and wealth transfer to the next generation. I specialize in protecting client's assets in the event they or their spouse enters a long term care facility. I am currently partnered with two local credits unions which combined have 9 branches in central Maine and a CPA located in central Maine. I am actively looking to grow my business organically and through acquisition.