526 Main Street
Laconia, NH 03246
Toll Free: 888-267-6599
My Community Activities
- Sons of the American Legion Post 46 Conway, NH; Member
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor when I helped open the Laconia office. Previously, I worked for six years in finance and banking, and started my investment career in 1996 with the help and training of my father, Dick Breton, until his retirement in 2014. I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
My wife, Mary Ann, and I live in Center Conway New Hampshire. We have two adult daughters, Meghan and Caroline. When I’m not working, I enjoy racing trucks and camping with family and friends.
Areas of Concentration
- Advisory Portfolios
- Annuities and Insurance
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management