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
20
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 am the father of two wonderful daughters, Alyssa (11) and Katelyn (8) and a new rescue dog, Hank.
  • Cooking with my wife, Sherri, sums up a perfect evening
  • I've played guitar for over 25 years and enjoy playing live
  • Participate in all 4 seasons of New England sports as a fan
  • I also enjoy being active and spending time with friends & family

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, 2014-2022

Professional associations

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