As a Financial Advisor who holds both a CERTIFIED FINANCIAL PLANNER® certification , I am proud to serve business owners and investors. I help high net worth families and business owners navigate all life stages and market conditions to confidently make major financial decisions. My process focuses across these key areas of planning:
Goal Planning
Cash & Income
Portfolio & Investment Allocation
Estate & Wealth Considerations
Business Succession
Business owners can expect integration and preparation for liquidity events, ownership transitions, and succession planning that secures their families long term financial wealth.. I collaborate with your CPA, attorney's, and other trusted professionals to build a TEAM that leverages everyone's expertise to deliver a comprehensive strategy. Irene Pimentel is the Senior Branch Office Administrator. Together we focus on what is important to you. After graduating from the University of New Hampshire in 1987 I worked as an operation manager for my uncle's business for 12 years. My career with Edward Jones started in 2017. I earned my CFP® designation from the University of Texas – Austin, Center for Professional Education. I find immense joy watching my four young adult children making a positive impact in their communities. On my free time I enjoy hiking, skiing, biking, golfing, and volunteering. Irene and I invite you to call or stop by our office to get to know us better or schedule a complimentary portfolio review. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who su
Member SIPC.
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