My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement strategies, insurance protection, investment management, education funding, and estate conservation strategies.

I also work with business owners and executives and their employees, providing benefits consulting and programs, succession strategies, risk management services, financial literacy programs and other solutions.

Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship

• Member of Providence Chamber of Commerce; Providence/Warwick
  Convention and Visitors Bureau; Local 328 (Local Meat Cutters
  Association); and the U.S. Coast Guard Power Squadron, East
  Greenwich, RI Chapter
• Former proprietor of Spicuzza’s Market / Spicuzza’s Catering Inc.
  and the Intermezzo Bistro on Weybosett, both located in Providence,
  RI and previous partner of the Sand Bar & Grille, Warwick, RI
• Member of RI Hospitality Association
• Avid supporter of St. Edwards Food & Wellness Center (Rhode
  Island’s Largest Independently Operated Food Shelter)
• Passionate Sail and Power Boater for over 25 years
• Resident of West Warwick, Rhode Island.
• Over 10 Years in the Financial Services industry
• Holds the Series 6 and 63 securities licenses
• Licensed to sell Life, Accident and Health Insurance*

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.

Check the background of this investment professional on FINRA’s BrokerCheck