Overview

I am a financial advisor with a focus on organizing, managing and protecting client's assets. To new clients, I act as a fee based, fiduciary. One of my specialties for my aging clients is asset preservation in the event the client or their spouse enters a long term care facility. I am currently partnered a local CPA and two central Maine credits unions which combined have 9 branches throughout Maine. I am actively looking to grow my business organically and through acquisition.

Last Activity
6 months or more

Business Data

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