With my clients, I emphasize comprehensive Wealth Management. This includes retirement and education planning, insurance and estate issues, charitable giving, and business issues. In addition to serving a small group of High Net Worth families, I serve a variety of corporations, institutions, foundations, and charities. I attended the University of Kansas and received a Bachelor of Science in Chemical Engineering. I live in Cumberland, Rhode Island with my wife and two sons. Community involvement is important to our family. We focus our time towards underserved youth and education.

• Bachelor of Science in Chemical Engineering, University of Kansas

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