Providing a fresh approach to financial planning to achieve financial freedom and security with the same dollars you're already spending. He focuses on unique solutions that enable clients to protect their family, attain financial security, achieve their goals, and live their dreams. He earned his MBA (top of the class) from Southern New Hampshire University and holds a BSME from the University of
Massachusetts, Dartmouth. Bert served as an officer in the United States Air Force and has authored several books, short stories and programs including: “101 Free or Low Cost Ways to Grow Your Business”, “ Business Lessons I learned from Harry Potter”, and “The Do-it-Yourself Will Kit.”
In 2004, Bert founded the New Hampshire Real Estate Investors Association and served five terms as President and currently volunteers with other non-profits. For enjoyment, Bert enjoys spending time motorcycle riding, auto racing, travel, and almost anything around the ocean.
