New England Private Wealth Advisors

Joining Mercer Advisors is an exciting next step for our Kennebunk team because it brings together shared values and broader resources for our clients. Our fiduciary commitment remains unchanged, and clients will continue working with the same trusted team they know. What this partnership adds is the strength of a national firm with integrated financial planning, investment management, tax, estate, and insurance solutions to support our clients’ needs.

What energizes me most about joining Mercer Advisors is our shared commitment to always putting clients first. With expanded resources and planning capabilities, clients can move forward through life’s decisions with greater confidence. Just as important, they will continue working with the same trusted advisors who know their financial goals, priorities, and long-term plans.

From a financial planning perspective, joining Mercer Advisors enhances how our team supports clients every day. Charter Oak Capital and Mercer Advisors share a fiduciary commitment, and this partnership allows us to help clients amplify and simplify their financial lives through integrated planning and broader resources. Just as important, our clients will continue working with the same trusted advisors who understand their goals and what matters most to them.

I’m incredibly proud of the work that we’re doing at Charter Oak. It’s been a privilege serving families throughout life’s milestones and challenges, and we never took that trust for granted. Joining Mercer Advisors allows our clients to continue working with the same local team, now backed by a national firm offering integrated financial planning, investment management, tax, estate, and insurance solutions to support their evolving needs.

Partnering with Mercer Advisors allows us to offer broader resources and more comprehensive guidance while maintaining the personal relationships our clients value. Our fiduciary commitment will not change. Instead, this partnership enhances our ability to support clients’ goals and helps them move forward with confidence.

Joining Mercer Advisors is a natural fit because we share a deep, fiduciary commitment to always put clients first. Being part of a national firm allows us to offer broader resources, specialized knowledge, and integrated planning while remaining the same local team our clients know and trust. This combination helps us support families more fully — especially during life’s most important decisions and transitions.

For over 30 years, I’ve coached families through life’s myriad financial decisions, whether that’s saving for college, developing an estate plan, or planning for retirement. I’m deeply committed to the best interest of the families I represent.

Since joining Mercer Advisors, I’ve been afforded the opportunity to work alongside a talented team that shares the same values and fiduciary mindset, enabling me to provide clients access to additional services and an enhanced experience.

I enjoy connecting the dots of our clients’ financial lives. This allows me to help provide clarity and confidence to them as they navigate their unique financial journey.

Because of personal experience, I am passionate about helping families navigate financial challenges when dealing with health issues. I focus on helping to protect their wealth, transferring assets and providing confidence when they need it the most.

It is an honor to partner with my clients as they move through the different stages of their financial lives. Being able to integrate financial planning, investment management, tax, estate, insurance, and more for my clients is extremely rewarding.

We provide comprehensive services to individuals through all walks of life. From retirees to those just starting out, we have the resources to serve clients’ best interests and help set them up for Economic Freedom^™.

Our greatest investment is our relationship with each client and we strive to show that we genuinely care about them. We take pride in our personal approach and work hard to ensure every client feels valued — because they truly are.

The most enjoyable and important aspect of financial planning is the human element. Connecting with an individual, couple, or family personally enables us to better identify to core goals of the plan and makes the process quite rewarding.

The most enjoyable and important aspect of financial planning is the human element. Connecting with an individual, couple, or family personally enables us to better identify to core goals of the plan and makes the process quite rewarding.