My Qualifications


  • BS University of Maine Orono, 1975
  • Life Underwriter Training Council (LUTC) designation, 1978
  • Chartered Life Underwriter (CLU®) designation, 1987
  • Chartered Financial Consultant (ChFC®) designation, 1988
  • Investment Adviser Representative with MMLIS
  • Certified in Long-Term Care (CLTC) designation, 2007
Consistently, throughout my professional career, I have demonstrated my willingness to lend my leadership skills to the community services organizations that are also important to my clients. My professional involvement and membership include:
  • Society of Financial Service Professionals
  • President 2004, current Board Member
  • Maine Estate Planning Council
  • National Association of Insurance and Financial Advisors
  • Life & qualifying member of the Million Dollar Round Table