CA License #0L25121
MY PROFESSIONAL APPROACH
As a financial advisor and member of the Tetreault-Robb Financial Group, I firmly embrace the principle of putting my clients first and creating an atmosphere characterized by trust, integrity and mutual respect.
I’ll work with you to develop a personalized investment strategy that reflects your life circumstances, goals and objectives -whether you are in the wealth-accumulation, preservation or distribution stage. I have a wide array of products and strategies to assist in accomplishing your long-term goals and work to ensure your investment allocation is appropriate according to your individual goals and risk tolerance.
A veteran of the financial services industry since 1985, I am passionate about providing my clients with personalized, comprehensive financial advice. Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards in 2014, together with my team and facilitated the opening of our New London, N.H. office.
AREAS OF CONCENTRATION
- Advisory portfolios
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Insurance Evaluations
- Investment Strategies
- Life Insurance / Long-Term Care Planning
- Portfolio Management
- Pre-Retirement Planning Strategies
- Retirement Income Planning Strategies
- Retirement Planning Strategies
- Wealth Transfer Management
- ACCREDITED ASSET MANAGEMENT SPECIALIST professional (AAMS®), 2002