New London, New Hampshire
247 Newport Rd.
New London, NH 03257
Toll Free: 855-526-6914
CA License #OL12777
My Professional Approach
As a financial advisor and member of the Tetreault-Robb Financial Group, I provide comprehensive investment planning for clients, guiding them through life events on their financial journey. Life events might include planning for a child’s education, proper life insurance coverage, employment changes, building wealth to enjoy retirement and long-term care solutions.
My financial services practice is focused toward individuals, professionals, families and small-business owners. My client-first commitment begins by asking questions about your needs and goals as a basis to craft a personalized financial plan and then work with you to provide ongoing guidance and direction.
I joined Benjamin F. Edwards as a financial advisor in 2014 along with our team, the Tetreault-Robb Financial Group. I began my financial services career in 2001 and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Areas of Concentration
- Advisory portfolios
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Insurance Evaluations
- Investment Strategies
- Life Insurance / Long-Term Care Planning
- Portfolio Management
- Pre-Retirement Planning Strategies
- Retirement Income Planning Strategies
- Retirement Planning Strategies
- Wealth Transfer Management
Educations and Credentials
- University of New Hampshire, Associate of Applied Science Degree in Business Management
- ACCREDITED ASSET MANAGEMENT SPECIALIST professional (AAMS®), 2002
What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial consultant has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics