Five Star Professional Wealth Manager

Following a sound financial plan has never been more important than it is today, but it’s not always obvious which financial professional you can rely on to put your interests first.

I'm honored to say that I was recently named a FIVE STAR Wealth Manager for the seventh year in a row based on overall client satisfaction. Less than 2% of wealth managers in New Hampshire were named to the 2016 FIVE STAR Wealth Manager list. I'm proud to be one of the recognized few.

My mission to deliver drives me to provide peace of mind, security, and accountability to each and every client while dedicating myself to constant and never-ending improvement. This award is one of the most gratifying recognitions I could receive as an independent financial advisor because it's one more assurance to my clients of my commitment to putting their interests first.

The 2016 FIVE STAR Wealth Manager list contains the wealth managers in a given market who were selected by their firm and peers as satisfying objective eligibility and evaluation criteria* associated with providing quality services to clients. The 2016 FIVE STAR Wealth Managers do not pay a fee to be included in the research or in the final list of FIVE STAR Wealth Managers.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 666 New Hampshire wealth managers were considered for the award; 158 (24 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Related Information

Read the 2013 article featured in New Hampshire Magazine.