Proven success in financial analysis and forecasting models utilizing multiple planning scenarios focusing on risk management based on a comprehensive grasp of a client's unique financial situation and family goals. Excellent in listening foremost, and utilizing that understanding to co-create defined assumptions for a client's goals moving forward. Most importantly, taking the time to ask follow up questions that relate to their unique assumptions, concerns, and ideals for their future and integrate that data into a defined planning map with actionable steps that provide guidance on what needs to be done to reach the desired goals for today and the future. Every client no matter how much wealth they currently have or do not have requires hand holding with regard to their finances. That is why they need our guidance . Proficient in multitasking with team members and effectively communicating, as well as taking direction and guidance.
Head coach or assistant coach in youth baseball and travel teams in our town for past 7 years. Defensive coordinator for youth football for the past 7 years. Coached my brother (since passed) in wheel chair basketball, wheel chair road races, and weight lifting. Coaching is my absolute passion and offering any help I can to our community and the children who look to us for guidance and direction. Active donor to Easter Seals, Spina Bifida Association, and NH Food Bank.
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