Brunswick, Maine Office
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Linus supports senior advisors with financial planning, annual reviews, and portfolio management. His role centers on helping clients stay organized and supported as they work toward their long-term goals.
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Linus earned a Bachelor of Science in Economics from the University of Vermont. Early in his career, he gained experience in banking before entering advisor training and becoming a licensed financial advisor. His growing interest in personal wealth management and financial planning led him to continue building his advisory career. Linus holds the SIE, Series 7, Series 63, and Series 65 licenses.
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Linus enjoys helping clients through the planning process with thoughtful support and steady follow-through. He focuses on making financial decisions feel clear and manageable while working closely with senior advisors to deliver a strong client experience. His goal is to help clients stay aligned with their priorities and make steady progress toward their long-term goals.
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Outside of work, Linus enjoys the outdoors and is an avid explorer. He spends his free time skiing, biking, hiking, climbing, surfing, and taking advantage of everything Maine has to offer.
Connect with Linus
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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