My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My goal in each relationship is to “educate” clients so that they may feel that they have made informed decisions with confidence. 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.
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.
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