Experience
H.M. Payson since 2010
First Advisors
Charles Schwab & Co., Inc.
Fidelity Investments
Memberships
CFA Institute, Maine CFA Society
Education
Boston University, B.S. 1983
Giving back
Board and finance committee member, Lincoln Theater, Damariscotta
Past board president, current finance committee member, Rising Tide Cooperative, Damariscotta
What do you do off the clock?
Discovering new hiking trails along the coast, kayaking on Damariscotta Lake, or catching a Red Sox game
What got you into finance?
I have been interested in finance and the stock market since grade school and realized at a young age that I would be working in this profession. I really enjoy getting to know new clients and learning what is important in their lives before creating an investment plan for them.