Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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

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

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

Awards & recognition

  • Five Star Wealth Manager, 2012-2015,2020-2021