H.M. Payson since 2010
First Advisors
Charles Schwab & Co., Inc.
Fidelity Investments


CFA Institute, Maine CFA Society


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.