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.



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




  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions


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

Files for Download

My Videos


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.