Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I am a graduate of the University of Rhode Island where I earned a bachelor’s degree in Finance. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Series 7 and 66, and the Producers Life, Accident and Health licenses. I currently lives in Providnce with my wife and during my free time I enjoy playing golf, skiing, reading and traveling.
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