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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
I am licensed to sell fixed insurance products and services in RI. Licenses will vary.
Domiciled in RI
This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!