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 planning, 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.

• Previously Vice President at Citizens Bank
• Served over 17 years at Fleet Financial and Bank of America
• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 6, 63, and 65 Securities Licenses
• Graduated from Bryant University
• Passionate about daily financial markets news
• Enjoys golf, physical fitness, and sports radio
• Resides in Rehoboth, MA with his wife Robin

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

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