Mission Statement

How I Work

My mission statement is to help clients work toward financial independence.  As a Certified Financial Planner™ professional my goal is to spend time with clients to identify their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future.

My goal is to build a long-term relationship with clients to develop trust and gain knowledge about their personal needs.  My plan is to accomplish this through education and outstanding client service.

I bring more than 29 years of experience in insurance and financial services to my work with clients. Since 2009, I have served as a Registered Representative and Investment Advisor Representative of LPL Financial, a Broker Dealer and Registered Investment Advisor.

I offer personalized service that is tailored to your specific needs, whether it is to establish a regular flow of income, finance a child's education, save for retirement or provide Medicare solutions.

Bryant University provided me with the educational background to earn the professional designation of CERTIFIED FINANCIAL PLANNER® in 2002 from the Certified Financial Planners Board of Standards.

In the community, I serve as the Chairperson of the Master Gardner Foundation of Rhode Island and the Finance Board Chairman of Memorial Baptist Church in Seekonk, MA.

I am a member of the Financial Planners Association of Rhode Island, (FPA), Financial Service Professionals of Rhode Island, (FSP), National Association of Health Underwriters, (NAHU) and Past President of National Association of Insurance and Financial Advisors of Rhode Island, (NAIFA-RI)

Personally, I am married, live in Seekonk, MA.  I enjoy four children and six grandchildren and summers in Narragansett RI.  My outside interests are saltwater fishing and golf.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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