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
29
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
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S. in Business and Economics- Kansai Gaigokugo Daigaku Osaka, Japan
  • B.S. in Finance- University of Rhode Island Kingston, RI

Awards & recognition

  • Eleven22 Capital Partners, Forbes Best-in-State Wealth Management Teams, 2024
  • Five Star Wealth Manager, 2012-2015,2020-2021

Community participation

  • House of Hope
  • RI Community Food Bank
  • South County Youth Soccer Coach
  • South County Senior LL Baseball Coach
  • South County AAU Baseball Coach
  • Connie Mack Baseball Coach

Interests

  • Spending time with family and friends
  • Coaching multiple teams throughout the year
  • Landscape design and working in the yard (when the New England weather permits)
  • Woodworking