Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
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
  • Wealth Preservation Strategies
  • Investments
  • Employee Stock Options
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CFS® Certified Fund Specialist
  • Certified Fund Specialist

Education

  • B.S. Accounting and Finance-Roger Williams University 1981 Bristol, RI
  • A.S. Accounting-Community College of Rhode Island 1976 Warwick, RI

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2024
  • Premier Protection Award, RiverSource Life Insurance Company, 2014

Community participation

Adjunct Professor-Johnson and Wales University-Mutual Funds-Spring Semester 2005 and 2006

Interests

Golf

Physical Fitness