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
13
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
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • Life Accident & Health - Licensed

Education

  • M. Acc. - Master's in Accountancy, Financial Planning - Rhode Island College
  • B.S. in Finance - Rhode Island College

Awards & recognition

  • Five Star Wealth Manager, 2018

Community participation

  • Business Mentor - EforAll Southcoast

Interests

Spending time with my family; cooking, camping, golf, and music