Choosing a financial advisor, either
for your personal or business needs,
requires careful consideration. 

This relationship is instrumental to
your financial future and goals.


 

I strive to:

• Provide you with a high level of one-on-one personalized service
• Ask relevant questions as to why money is important to you
• Think and plan ahead - I am committed to staying informed
• Research and provide you with relevant and valuable information

I am:

• Forward thinking
• Continually educating myself to stay current
• Established in my community and committed to serving it well
• Experienced, with 24+ years in the financial services industry
• Fee-based OR commission-based, to suit your need or comfort level
• Connected to experienced professionals in related fields that might benefit you
• A Registered Investment Advisor Representative of Cambridge Investment Research, Inc., and as such, can invest your money where you decide it's best for you

A bit more . . .

• I am happily married to Emily Otterman, we have two beautiful children - Lena and Nolan
• I have lived in Merrimack, NH since 1986
• I am an active member of the Merrimack Chamber of Commerce since I began my business in 1988, serving two terms as president, Board of Directors for twenty-one years, and chair of the Chamber's Education and Scholarship committees. I have also received the Chamber's Business Person of the Year, and President's Award
• I especially enjoy working with 'starters' or entrepreneurs (self-employed), 'closely held' (family) businesses, clients planning for and in retirement, and women over 50
• Other volunteer work includes: helping with my childrens' sports teams through Merrimack Youth Association; Merrimack School District Budget Committee;actively supporting the New England Parkinson's Ride; Merrimack Public Library Development Fund; The Caregivers, Inc.; New Hampshire Public Radio; and Southern New Hampshire Indian Pathfinders - an organization whose main theme is "Dad's and Daughters Spending Time Together"
• I enjoy music, sports, the lake and beach, and I love to drive . . .

“Always make your contribution bigger than your reward.” 
~Dan Sullivan