New London, New Hampshire
247 Newport Rd.
New London, NH 03257
Toll Free: 855-526-6914
CA License #OL12777
My Professional Approach
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 plans for retirement? Do your investments reflect your values?
As we discuss your answers, 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.
I joined Benjamin F. Edwards & Co. 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.
I live in Plainfield, NH with my two children and enjoy being involved in their school and sports activities. Outside of work I am a Lieutenant for the Meriden Volunteer Fire Department and President of the organization’s business division. In my spare time I enjoy cycling and a variety of outside activities.
Areas of Concentration
- Advisory Portfolios
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Insurance Evaluations
- Investment Strategies
- Life Insurance / Long-Term Care Planning
- 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 SPECIALISTSM 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 advisor 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.