I’d love to hear from you! Whether you’re looking to schedule a complimentary call, talk to me about speaking to your employees, or ask a question about what I do, please send me an e-mail and I’ll get back to you as soon as I can – usually within one business day.
I am located at 95 High Street in Portland. 95 High Street is the side entrance; the address for the front of the building is 93 High Street. It is on the corner of Spring and High Streets and has a sign out front for Greater Portland Landmarks. The entrance to the upper floors is on the left side of the building facing Spring Street and the art museum, off the parking lot behind the building.
Once you get off the elevator on the third floor, turn left and then a quick right. My office is the last door on the left.
There is plenty of public parking in the area. There is a metered municipal lot directly across High St from the building, as well as a lot of metered on-street parking. If you venture a block or two south, there is unrestricted parking. There are also two parking garages very close by; the Holiday Inn by the Bay, which is next door, and the municipal lot attached to the Cross Insurance Arena, which is about two blocks away. Both of these lots charge $2-$3 per hour.
I maintain the highest level of confidentiality regarding my clients. I will never reveal any personal information relating to any client, except at the specific request of the client.
I charge strictly by the hour, which ensures that I only give advice which is in my clients’ best interests. My fiduciary responsibility in every instance is solely to my client; I do not recommend any specific insurance or investment products and do not receive any commissions or other sources of revenue.