As the child of academics, education has always been of paramount importance to me and I use it every day when I speak to clients. In my view, educating my clients about their financial plan, their investments, and all of their options, is the value I bring to the table. It’s my goal to have my clients feel comfortable with their financial plan and provide them with wisdom and direction in reaching their goals.
I was raised mostly in Ann Arbor, Michigan where I was instilled with mid-western friendliness and a deep passion for Michigan football! When I was 15, my family moved to Miami, FL which was an incredible change to a thriving cosmopolitan city. Despite the lure of a tropical paradise, college took me to St. Lawrence University in Canton, NY where I was the captain of the track team and graduated in 1991 with a Bachelor of Science.
My first career out of college was with the Chubb Group of Insurance Companies where I was taught the value of providing exceptional client service. I worked in Long Island, Albany, and White Plains, NY and was then tapped to develop the Multinational Claims Unit for the firm in Boston, MA.
My career as a Financial Advisor began with Morgan Stanley Smith Barney and its predecessor firms in 2000 when my wife and I moved to Maine. As a CERTIFIED FINANCIAL PLANNER™ Professional, my role includes management of retirement planning, education planning, cash flow projections, tax strategies, insurance review and estate planning.
In 2012, we founded 44 North Financial Partners to better serve our clients in an independent setting.
Currently, I am a member of the Kieve-Wavus Education Advisory Board, an amazing camp that focuses on character education through experiential programs and camps for children. I am also on the Board of Directors at the Children’s Museum and Theatre of Maine, a wonderful place for kids to learn and grow, and an organization that is experiencing rapid expansion.
My wife, Kolleen, and I live in Yarmouth, Maine with our four kids: Ellis, Frazier, Harry and Tessa. I am especially proud of my wife who not only manages our house, kids and dog, but is also a full time Anesthesiologist at Maine Medical Center. When I’m not at work, I love to spend time with my family as the resident tickle monster, lacrosse & soccer coach, Harry Potter reader, Lego assembler, Princess Daddy and cleaner-upper. I also love to mountain bike, sea kayak, ski and golf. If I had to choose one activity on my bucket list, it would be heli-skiing in Alaska with my brothers.
When I graduated from college, I made a list of goals for myself. Among the items were how to invest money, make a positive difference in people’s lives and live with a core set of ethical values. The principals of working hard, helping people, and being ethical have over the years become ingrained in my life and my work.