Garrett is a CERTIFIED FINANCIAL PLANNER™ professional who brings a calm, steady approach to helping clients navigate even the most complex financial decisions. Before entering financial services, Garrett spent years guiding people through challenging terrain as a mountain guide and educator—an experience that shaped his belief that everyone deserves a knowledgeable partner they can entrust with their goals.
At Katahdin, Garrett develops interactive financial plans, supports investment strategy, and enjoys taking the time to work towards ensuring clients feel informed, supported, and confident. He holds a master’s degree in finance and FINRA Series 7 and 66 registrations with LPL. Known for being ready, able, and willing to help, Garrett takes pride in making financial conversations approachable and meaningful.
Outside the office, Garrett loves spending time with his wife, Katy, and getting outdoors whenever the seasons change—skiing in the winter, hiking in the summer, and finding any excuse to be outside in between. He also enjoys supporting non-profits and staying connected with the community around him.