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
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Investment Management
  • Retirement Income Strategies

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Rhode Island Insurance Producers License

Education

  • Central Michigan University B.S. in Marketing

Interests

  • Working with local charities to help support their efforts
  • Sporting Clay shooting, fishing, and hiking
  • Redsox and Patriot fan

Community participation

  • St Pauls Lutheran Church Council Member since 1993
  • Wakefield Rotary Club, Chairman of The South County Hot Air Balloon Festival since 1997
  • Ducks Unlimited Member and Volunteer since 1975
  • "Men Who Make A Difference" award as provided by the Domestic Violence Resource Center
  • "Exemplar Award" as provided by the Wakefield Rotary Club
  • "2012 Community Impact Award" as presented by the Domestic Violence Resource Center with Certificates of Recognition from Rhode Islands Congressmen, Senators, and Attorney General.

Professional associations

  • South County Business Alliance