About Bogue Asset Management

I knew that I wanted to start my own independent financial planning practice after interviewing with established financial service firms. I quickly learned that those companies did not care about my knowledge or how I can help people. Their only concern was whether you had friends and family, if they had money, and how much you can sell. Having my own practice gives me the freedom to devise optimal solutions for my clients rather than being influenced to offer inferior in-house services or products. I sleep a lot better at night knowing I can avoid the inherent conflicts that working for a Wall Street firm entails.

My interest in finance started at a young age. As a teenager I had a paper route, which was a great first job if you wanted to have your own business. You had customers that you knew by name, had to deliver every day of the year, collect subscription fees weekly and got tipped if you did a good job. What I did with my earnings is a little out of the ordinary – I used some of it to have fun, but also used some to buy stock.

That was the beginning of my investment career.

I attended Pennsylvania State University, earning my Bachelor of Science degree in 1988. There was no financial planning program offered at that time, so I majored in Corporate Finance. A twist of fate would land me back in Maine where I was offered a partnership stake at the 150-seat oceanside restaurant where I had worked during my summers. I spent the next 10 years as a restaurateur, managing the kitchen, inventory, and finances, and hiring and training a staff of around 50 employees. It was there that a friend and patron introduced me to the Certified Financial Planning program. He handed me the brochure and said, “I think you should do this.” I was intrigued by the program’s focus on personal finance and how to help people solve their financial problems, and secured my CFP designation in 1997.

The itch to pursue my passion in investing and personal finance ultimately got the best of me and I launched Bogue Asset Management LLC In 1998. Wanting to build some additional financial experience I also took a position as an Accounting Manager with Infinity Federal Credit Union. That position quickly evolved into the role of Chief Financial Officer. I worked there for two years while building my financial planning business during the evening and on weekends. In 2001 I left the credit union to devote 100% of my time to my clients at Bogue Asset Management.

I have been quoted on personal finance matters in the Wall Street Journal, Consumer Reports Money Advisor, Kiplinger’s Personal Finance, Businessweek.com, Bankrate.com, The Portland Press Herald, MaineToday.com, AARP Magazine, Fidelity Stages Magazine, AOL Money & Finance, MSN/CNBC.com, Investment Advisor Magazine, Financial Planning Magazine and Financial Advisor Magazine. I am an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

I enjoy spending my free time with my wife of twenty-five years and my two college-bound daughters. I like being active, and enjoy skiing, biking, hiking, kayaking, running, and attempting to play golf. I am a traveler and like to explore, both in my hometown and elsewhere. I particularly enjoy being on or around the water, especially with family and friends on Wilbur Point in Buzzards Bay.