Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
18
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

Education

  • Bryant University- Bach. of Science in Bus. Admin- Concentration of Accounting

Interests

  • I've played guitar for 20 years and also play bass and drums
  • Participate in all 4 seasons of New England sports as a fan
  • Cooking with my wife, Sherri, sums up a perfect evening
  • I also enjoy being active and spending time with friends

Community participation

  • RI Blood Clinic- Donate every 16 weeks via R2 technique
  • Dorcas Place- organized clothing collaborative event and professional speaking program
  • Providence WaterFire- volunteer for "circle of light"
  • Textron Chamber of Commerce Academy-critique and judge senior's yearly projects
  • Chrons and Colitis Foundation- raise money and participate in events annually
  • RI Food Bank
  • ReFocus- provides a greater life for disabled adults

Awards & recognition

  • Five Star Wealth Manager, 2014-2017

Professional associations

  • Providence Chamber of Commerce
  • Guest on WPRO 630 AM "Real Estate Today"