My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Tax Planning Strategies

Education

  • University of Rhode Island B A History 1989
  • Ohio Wesleyan University class of 1985 History

Awards & recognition

  • Five Star Wealth Manager, 2014 , 2016, 2017 , 2019- 2023

Community participation

Member of ASPCA and RISPCA

Interests

  • Boating, Fishing, Clamming and Kayaking on Narragansett Bay
  • Red Sox
  • Dogs