I have 15 plus years experience in financial planning, retirement planning and asset management.  I assist a select group of high net worth individuals, families and institutions manage their financial affairs.  I take a holistic approach to financial planning and assist clients grow and protect their assets and transfer the remaining assets to their heirs.

• Bryant University - MBA - Management
• Bryant University - Certificate of Advanced Graduate Studies - Finance
• Bryant University - BS - Accounting

• Life and Health - RI, MA and FL

• Board Member, Woonsocket Rotary Club
• Board Member, Northern Rhode Island Chamber of Commerce

CA, CT, FL, MA, ME, NH, NJ, NY, RI, SC, TX