Experience

Mike joined UBS in 2013; prior to joining the firm he began his career at Legg Mason Wood Walker in 1991.  His specialty includes all aspects of comprehensive wealth planning, including retirement, financial and estate planning strategies.  He maintains his Series 7, 63, 65 and life and health insurance licenses.  Mike strives to provide consistently high levels of service through clear communication and education.   Mike graduated from the University of Southern Maine with a BS in Mathematics and has earned his Certified Financial Planner® designation.   Mike enjoys fishing, biking, cooking and has been actively involved with Casco Bay Youth Hockey as an assistant coach for over 12 years.  He lives in Yarmouth, ME  with his wife Debbie, and their four children Thomas, Michelle, Olivia and Matthew.

Throughout my life I have encountered many challenges both
personal and financial. While none of these events seemed related
as they occurred I easily recognize now that each one connected
to the next to uniquely qualify me for the work I am so proud of
today.
The foundation of my career was built during my years as a public
school teacher which gave me the skills I now use to effectively
communicate complex and sometimes daunting financial concepts.
In 2022 I joined the UBS Advisory team RMH Group and together
we manage over $410 million in assets (as of July 2023) for clients from Maine to
California. We use a consultative process to gain a detailed and
very personal understanding of our clients’ deepest values and
goals. Together we explore their relationship with money, recognize
potential roadblocks and remove barriers where needed. We then
work to help them build the bridge that connects their values and
goals with their money. Each bridge is a personalized construction
that supports their unique needs and spans the entire spectrum of
possibilities.
I thrive on taking a holistic approach to assisting my wonderful
clients with their financial planning and wealth management needs.
I strive to contribute time and resources to my community through
my volunteer work with many vital cultural and social service
organizations and find time now and again to knit, garden, walk
on the beach, kayak and cook for friends and family. I divide my
time between my homes in Florida and Maine and cherish my time
with family, friends and my delightful furry companion Nisha in
both locations.

Michelle joined UBS in January 2022.   Prior to joining the firm, she began her career as an Accountant at Ernst & Young, performing audits on Mutual Funds and Hedge Funds.  Michelle graduated from Endicott College with a Bachelor of Science in Accounting and Finance, and also holds the Certified Public Accountant (CPA) license which she received in 2021. She maintains her Series 7 and 66 licenses as well as her Maine State Insurance license. Michelle lives in Portland and in her free time enjoys cooking, gardening, ice hockey, skiing and biking.

Tammy joined UBS in Bangor, Maine in 2010 before moving to the Portland, Maine branch in 2014. She is responsible for managing the operational and administrative functions for our team with a focus on client service.  She holds her Series 7, 66 and Insurance Licenses.  In her spare time, Tammy enjoys reading, cooking and being outdoors.  Tammy lives in Biddeford, Maine and enjoys spending time with her family and their dog Chopper.

Debbie joined the team in 2011 after staying home with their children for 14 years, prior to that she taught 6th grade math and science for 10 years.  Debbie is focused on marketing, maintaining and building client relationships and team projects.  Debbie graduated from the University of Southern Maine with a BS in Elementary Education, K-8.  In her spare time, she loves reading, antiquing and cheering on her kids.  Debbie currently serves on the Yarmouth Education Foundation board.