Get to Know Us

I could tell you about my work experience, my tenure in the financial industry or the accolades along the way. Although those things are important to do this job properly, I think it is most important that you get to know who I am as a person. 

I come from a large working-class family with five siblings. My father was a small business owner in Buffalo, NY. My mother was always there to care for me and my siblings. She is still the matriarch of our family. Some of my fondest memories are of all of us getting together for the holidays. I am a father of three, two daughters and one son. To this day, my family is my greatest accomplishment. 

Being from Buffalo, NY I grew up to be a huge hockey fan. I watched it, played it and had the privilege of coaching youth and high school hockey including my son, Zach’s, teams. My daughters, Ashleigh and Lindsey, although less than two years apart, couldn’t be more different from one another. Ashleigh has always had a love for the arts. She loves to write, sketch and paint. I may be biased, but she is quite talented. Lindsey has found her way into the financial industry. As much as I would like to say I had a part in that, she got into it all on her own. I am also lucky enough to have an amazing wife, Lisa. I wouldn’t be where I am today without her love and support. We will be celebrating our 30th anniversary in October 2024.

Although I was born in Buffalo, NY I have lived most of my life in Florida. This is where I met my husband, David. We were very excited to move to Waterville, ME after our wedding. We love hiking and being outside, so Maine has quickly become our favorite place to be. I vividly remember crossing the state border and reading the welcome sign,  “the way life should be,” and feeling like I had finally found my true home. I enjoy being involved in the community through the Waterville Rotary Club and the Mid-Maine Chamber of Commerce.

I’ve been working with LPL Financial since 2018 and recently joined my father’s firm in Oakland, ME to help serve our clients. Getting to know all of them is my favorite part of what I do. Please don’t hesitate to reach out.