I have been in the financial services industry since 1992 and am currently the Branch Manager for Baird’s , Maine offices, Danvers, MA and New Hartford, New York. My responsibilities include managing, recruiting and growing Baird name recognition in Maine, Massachusetts, New Hampshire and New York. In addition I am also a Senior Portfolio Manager with an oversight on Investment Management, Asset Allocation, Financial Planning and implementing Defined Benefit Retirement Plans for highly compensated small business owners. I have successfully guided clients through 3 major recessions and market downturns over the last 3 decades, and within that context, deliver a level of seasoned experience