My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

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

Experience

? 26

Areas of Focus

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

Awards & Recognition

  • Ameriprise Circle of Success, 2014

Qualifications

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

Education

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

Files for Download

More

My Photos(4 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.

View All Albums

My Videos(5 videos) X

View All Videos