My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Interests

Eileen and I love raising our three beautiful daughters Maura, Elizabeth and Fiona. We spend many summer weekends on our boat, Bull Run watching the girls participate in various regattas or just enjoying a beautiful summer day. The days when I am not on the water I can be found on the golf course.

Community Participation

  • New Bedford Whaling Museum building committee
  • Executive Board member, Financial Planning Association of RI

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Saving for Education

Experience

27

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bentley University- Waltham, MA - B.S. Finance

Files for Download

My Videos

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My PhotosShow Thumbnails

Elizabeth, Fiona and Maura ready for the summer dance.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.